Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (44671)	3/28/2001 4:55:15 PM
From: Shoibal Datta	Read Replies (1) \| Respond to of 70976

Sheesh, stay away for a week and I miss a whole 800 point rally in the Dow! Here's some analyst squawk from briefing that people may find useful in figuring out the picture (I sure as hell don't anymore - at least not with the chip equipment makers). 08:17 ET B of A Starts Chipmakers : -- Update -- Banc of America Sec. initiates coverage of 14 chip stocks all with MKT PERFORM ratings; says it's too early to overweight the sector, backlog cancellations are slowing, but bookings remain disappointing. Estimate global semi sales to contract 15-20% in 2001. Issues started: AMD, ALTR, ADI, ELNT, INTC, LLTC, LSI, MCRL, MCHP, MU, NSM, SMTL, TXN, XLNX. 11:30 ET Goldman Sachs Call : Goldman just squawked that analysts Rick Sherlund and Laura Conigliaro are saying that: business is terrible across industries; we are in a capital spending recession; peak preannouncements will be next Monday/Tuesday; companies that don't warn will guide lower with their earnings reports; any rallies will be led by short-covering and difficult to sustain.