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To: LemurHouse who wrote (3319)2/23/2001 12:28:05 PM
From: Philip W. Dunton, Jr  Read Replies (2) | Respond to of 3661
 
from Herb Greenberg realmoney.com
<<Consider the latest from Fechtor Detwiler: "In channel checks today we have heard more evidence that the second half of 2001 will not bring a recovery to the semiconductor capital equipment manufacturers. Beginning on Tuesday of this week, Micron (MU:NYSE - news - boards) has been sitting down with its key suppliers to break the news that the 300mm fab [fabrication plant] planned for Lehi, Utah, has been pushed out for at least a year (no real surprise) and the 300mm expansion of Fab 4 has also been pushed out for 'at least one year.>>



To: LemurHouse who wrote (3319)3/5/2001 10:03:16 AM
From: LemurHouse  Respond to of 3661
 
Our little stock has been moving nicely the last couple of days. Held Friday's gains when the other semiequips moved back down at the end of the day, and is moving nicely this morning. Touched 16 a moment ago.