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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (105992)	6/1/2001 3:37:58 PM
From: ild	Read Replies (3) \| Respond to of 436258

"Alive fish"? briefing.com 09:14 ET Merrill Strategy : Merrill Lynch Global Tech Strategist Steve Milunovich remains cautious on techs, believing that the tech and telecom workout will be longer than most expect; conclusions are: 1) be cautious with tech weighting, 2) underweight communications stocks, 3) the semi turn may be gradual, 4) infrastructure software that optimizes Internet investment makes sense, (5) be wary of vendors dependent on consumer spending (PCs, PDAs, cell phones). 12:04 ET Intel (INTC) 28.28 +1.27: -- Update -- Hearing from sources at Lehman that Dan Niles is responding to Robertson Stephens' positive comments this morning that June motherboard shipments will be flat with May; Niles says that June shipments should be up 5-10% due to seasonal factors and if they are only flat, then demand is even lower than he expected.