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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (31044)	3/12/2001 10:15:54 AM
From: Johnny Canuck	Respond to of 68330

08:55 ET Deutsche Bank on Semi Equipment : Firm says a trip to Asia revealed leading edge design activity could be slowing with excess 0.18u capacity developing. "Hidden" excess capacity may create further downside risk to capital spending budgets. Near-term margin pressure for equipment companies could be exacerbated by discounting to move finished goods. Continue to advocate near-term caution given current rich valuations and caution investors not to be lulled into false sense of security in the event of improving upstream component build rates in April/May. 08:21 ET Salomon Cuts Opticals and Networkers : Firm reduces estimates and price targets to reflect evidence of slow down in Europe and Asia. Cuts estimates on: AV, CSCO, EXTR, FDRY, LU, NT, SCMR, GLW, JDSU. Retains estimates on ONIS, JNPR, CIEN. Reduces price targets to reflect weaker international conditions: AV, CIEN, CORV,CSCO, EXTR, FDRY, GLW, JDSU, LU, NT, ONIS, SCMR.