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To: Earlie who wrote (108712)6/14/2001 9:34:28 AM
From: SeaViewer  Read Replies (1) | Respond to of 436258
 
Earlier,

Semi equipment manu are holding well, especially amat, klac, nvls, etc. Their biggest customer, intc, is falling. The contract manu are now falling off the roof. The layoff from sunw is coming in July (its employee said).



To: Earlie who wrote (108712)6/14/2001 11:27:23 AM
From: Les H  Read Replies (2) | Respond to of 436258
 
Nonperforming loans up 17.7% due to falling collateral

japantoday.com

Seeing steady selling at quarter ends now for about a year...September, December, March, and now June.


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