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

To: cblranch who wrote (9716)	5/23/2001 7:57:49 AM
From: Tom Hua	Read Replies (1) \| Respond to of 19633

Brad, Merrill Lynch downgrades CCMP to Neutral this morning. Last quarter, sales were weakest in March and since they have remained flat since March, I expect a 40 to 50% sequential decline in top line for the June quarter. 07:58 ET Cabot Micro (CCMP) 76.31: Merrill Lynch lowers near-term rating to NEUTRAL from Accumulate; believe sales have remained flat sequentially since March, with Taiwan foundries being particularly weak; reduces JunQ est. to $0.30 from $0.35. Regards, Tom