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Strategies & Market Trends : Trend Setters and Range Riders -- Ignore unavailable to you. Want to Upgrade?

To: SusieQ1065 who wrote (323)	6/8/2001 9:21:06 AM
From: 2MAR$	Respond to of 26752

shorting any of these that pop.. 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.

To: SusieQ1065 who wrote (323)	6/8/2001 9:21:16 AM
From: Frederick Langford	Respond to of 26752

09:12 ET 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. 09:11 ET Juniper Networks (JNPR) 46.63: -- Update -- Juniper will not offer any guidance for the second half of the year; stock down 5.5 pre-market.

To: SusieQ1065 who wrote (323)	6/8/2001 9:21:24 AM
From: keithcray	Respond to of 26752

Stalking CREE and CHKP.

To: SusieQ1065 who wrote (323)	6/8/2001 9:22:57 AM
From: keithcray	Respond to of 26752

09:12 ET 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.