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

To: Paul A who wrote (9921)	5/29/2001 10:00:15 AM
From: Tom Hua	Read Replies (1) \| Respond to of 19633

Paul, I think the shift of power in the Senate puts some pressure on energy issues, but it's only a temporary thing. TIVO returning to earth. Looking to re-short SATC today. Regards, Tom

To: Paul A who wrote (9921)	5/29/2001 10:34:24 AM
From: Tom Hua	Respond to of 19633

Paul, didn't SSB say the train had left the station? Does today's update really mean our clients have dumped? CMTO running on the ATHM news. Regards, Tom 09:19 ET Salomon on Semi Equip : Salomon Smith Barney says that last week's semi equipment book-to-bill ratio makes the expectation of sequential order growth seem more remote; expects companies such as Novellus (NVLS 52.37) and Lam Research (LRCX 30.40) to lower guidance. NVLS has a mid-qtr update on Thursday.