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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling -- Ignore unavailable to you. Want to Upgrade?

To: philab who wrote (98)	5/1/2001 12:56:23 PM
From: allen menglin chen	Respond to of 6873

2 Semi news 12:33 ET Niles Speaks : Trading floor sources saying that Lehman analyst Dan Niles just presented at a VC conference in Pebble Beach; he reportedly maintained his negative tone on semis, saying that an inventory overhang remains and that pricing pressure will become a bigger issue going forward. 12:28 ET Applied Materials (AMAT) 52.65 -1.95: Hearing that SG Cowen made negative comments; said bookings were weak in the month of March at about $100 mln vs $1 bln in March 2000 -- AMAT is on an April qtr.