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Strategies & Market Trends : NEW Market Gems - Swing and Day Trades -- Ignore unavailable to you. Want to Upgrade?


To: Jenna who wrote (775)6/8/2001 9:01:19 AM
From: ColtonGang  Read Replies (1) | Respond to of 1227
 
Prudential Call

INTC, ALTR, ATML, LSI, LSCC & PSEM among those mentioned
Timing right to get bullish on semiconductors
Data points from their European Semiconductor Conference &INTC positive view cited
They bet on cyclical recovery in 2002
PC market and various consumer markets are reaching stability in Q2 2001
Does believe in 35-50% returns over 12-24 months in the group



To: Jenna who wrote (775)6/8/2001 9:04:21 AM
From: Jenna  Respond to of 1227
 
KOPN one of our swings that's already swung to new heights upgraded this morning by SG Cowen.. Guess they don't read SI. JNPR might have surprised investors but we were ready for it with lots of hints. This market is run lately by "wishful thinking' and putting the problems under the rug but they have a way of coming back to haunt. Telecommunications companies are under pressure and investor sentiment is not enought to cure a market that has overcapacity, and lower and lower earnings. CIEN doesn't look too hardy either. Message 15910476
Message 15910240