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To: Return to Sender who wrote (32599)	6/5/2001 12:34:15 AM
From: Johnny Canuck	Respond to of 70714

RTS, CY rallying indicates there is still a hope of a better result in the future (ie.. optimism with traders). At this point I am not sure I agree just yet. If more companies miss, the first part of earnings season could be very ugly if the stocks continue to shrug off the bad news between now and then.

To: Return to Sender who wrote (32599)	6/5/2001 1:15:00 AM
From: Johnny Canuck	Respond to of 70714

The Finance vision interview with the CEO is well worth the time to listen to. It is refreshing to hear a CEO be so honest. finance.yahoo.com Interesting points: 1) PC related demand has firmed in their view 2) End user cellular handset demand is still good, it is an oversupply of parts at manufacturers that is hurting demand for the semi's. 3)Cellular base station demand remains strong. This confirms what I have been told. That means there is the anticipation of adding more subscribers. China is still seen as the big opportunity this year.