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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling -- Ignore unavailable to you. Want to Upgrade?

To: Art Baeckel who wrote (4072)	7/16/2001 3:21:21 PM
From: Art Baeckel	Read Replies (2) \| Respond to of 6873

Bought 200 NVLS @46.1. ART

To: Art Baeckel who wrote (4072)	7/16/2001 3:34:10 PM
From: Steve Fancy	Respond to of 6873

Last NVLS post...Art, I had missed these...deciding what I will do. I'll PM ya. 11:52 ET Applied Materials (AMAT) 44.21 -2.15: -- Update -- Hearing street talk that the company's analyst meeting at Semicon West is not going well; one brokerage firm reportedly says that AMAT CFO now not as confident about a late 2001 recovery. 15:07 ET Intel (INTC) 29.47 -0.72 (-2.4%): SG Cowen thinks INTC will have to reduce guidance when it reports tomorrow; sees company trimming revenue outlook to between $6.2 and $6.5 bln vs current consensus of $6.52 bln; thinks that company's latest round of price cuts is likely to kill hopes for an end to falling ASPs in microprocessors.