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Strategies & Market Trends : The Thread -- Ignore unavailable to you. Want to Upgrade?

To: golfnut777 who wrote (49476)	5/31/2001 4:56:30 PM
From: Frederick Langford	Read Replies (1) \| Respond to of 49816

Yesterday, Morgan Stanley has cut estimates on a number of key names in the semiconductor group citing weak demand, inventory drawdowns, and pricing pressures for most of the reductions. Specifically, fiscal year 2001 estimates for Texas Instruments (TXN) go to $0.28 EPS from $0.35 EPS, fiscal year 2001 estimates for Broadcom (BRCM) drop to a loss of $0.25 per share from a profit of $0.05 per share and Morgan Stanley also cut estimates on National Semiconductor (NSM) and Rambus (RMBS Today The BRCM/MOT comment from SG Cowen ss BRCM Fred