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To: Tom Hua who wrote (8935)5/3/2001 9:06:15 AM
From: rogermci®  Read Replies (2) | Respond to of 19633
 
Tom...Think RMBS may be worthy of selling some stock you don't own this morning?

roger



To: Tom Hua who wrote (8935)5/3/2001 9:07:23 AM
From: eyebalz  Respond to of 19633
 
Anybody here have an opinion on T (ATT), keep the regular T shares or swap for shares in the wireless group?

I appreciate any comments.

eyebalz



To: Tom Hua who wrote (8935)5/3/2001 9:14:19 AM
From: gladman  Respond to of 19633
 
Q2 and Q3 should be quite difficult for the semi group.

Korean memory chip giants hope for Q4 reprieve
By Nam In-soo

SEOUL, May 3 (Reuters) - Korean semiconductor makers, which supply more than 40 percent of the world's memory chips, are unlikely to see a market recovery until the fourth quarter with chip prices stymied by uncertain demand and inventory overhang.

"As of now, I don't see any concrete signs of chip demand picking up," Jay Kim, an analyst at ING Barings in Seoul, said on Thursday. "Slower demand could lead to an inventory buildup, dimming prospects for any early recovery in prices."

Reflecting the slowdown, Samsung Electronics (05930), the world's largest memory or DRAM chipmaker, said last week it had cut its planned 2001 chip capital expenditure by 1.2 trillion won ($912.5 million) to 5.4 trillion won