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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?


To: Jim Spitz who wrote (26677)6/8/2001 9:18:15 AM
From: 2MAR$  Read Replies (1) | Respond to of 37746
 
Comm ICs : JP Morgan trimming numbers in the Comm IC space after channel checks suggest companies generally experiencing lower than expected turns biz; believes May has been a disappointment relative to April and June does not look very encouraging... For CY01, lowering AMCC to $0.05 from $0.17, PMCS to ($0.08) from $0.07, and VTSS to $0.19 from $0.24.