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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (628)	6/22/2001 8:58:13 AM
From: keithcray	Respond to of 208838

08:34 ET Book/Bill Comments : -- Update -- Most brokerage firms expressing disappointment about the 0.46 semi equipment book/bill reading; some representative comments: Bear Stearns says that there was no bounce, only a "thud"; DB Alex. Brown says that a more prolonged recovery is likely this cycle given continued decline in orders (book/bill rose, but both orders and shipments continued to fall).

To: 2MAR$ who wrote (628)	6/22/2001 8:58:22 AM
From: 2MAR$	Read Replies (2) \| Respond to of 208838

Jun-01 08:51 ET SoundView on Opticals : -- Update -- Hearing from sources at Wit SoundView that the firm did indeed upgrade Nortel (NT 8.45) to BUY from Hold (see 8:10 comment), saying that recent guidance reductions set the stage for gradual improvement. Upgraded JDS Uniphase (JDSU 10.91) to STRONG BUY from Buy, saying customer activity levels are unsustainably low and Sep qtr guidance will prove too low. The firm also upgraded Optical Communications (OCPI 10.56) to STRONG BUY from Buy, saying qtr is in-