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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: HairBall who wrote (78057)6/6/2001 7:14:30 AM
From: puborectalis  Respond to of 99985
 
XLNX - W.R. Hambrecht reiterates BUY after the co's business report for May

Hambrecht still thinks the PLD market could make a comeback in 2H01 and investors should build positions at current levels
Merrill Lynch says channel checks with communications OEMs suggest more push-outs will take place in June and could mean lower revs of 15%-25% sequential forecast the co provided for Q1
Firm maintains its $305 mln Q1 rev estimate which is a 25% sequential drop
Reiterates FY02 revenue and EPS estimates



To: HairBall who wrote (78057)6/6/2001 7:19:30 AM
From: Robert Scott  Read Replies (1) | Respond to of 99985
 
This thread is about Market Direction and I am commenting on that. Whether I use my thread to post my thoughts here or retype the information here - what's the difference? I'm not selling anything and my views are as relevant as yours.

Regards,

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