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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (9234)	5/10/2001 3:47:50 PM
From: Irish	Read Replies (2) \| Respond to of 19633

Rogermci: Rada on a tear to-day I know earnings next week but anything else ?? Thanks Irish :-)

To: Tom Hua who wrote (9234)	5/10/2001 4:48:58 PM
From: gladman	Respond to of 19633

>>2:38 (Dow Jones) More on Pitzer's reaction to Morgan Stanley's upgrade of semiconductor capital equipment stocks. The CSFB analyst also takes issue with Morgan Stanley saying bookings should bottom in the June quarter. Pitzer says Intel (INTC), Texas Instruments (TXN) and Samsung Electronics make up 30% of the industry's capital expenditures and they spent anywhere from 35% to 50% of their budgets in March alone. Pitzer is calling for a big surge in spending in the first half followed by poor order patterns in the second half of the year