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To: keithcray who wrote (8999)7/30/2001 9:01:45 AM
From: 2MAR$  Read Replies (1) | Respond to of 208838
 
DRW on Semis : Dain Rauscher Wessels remains Neutral on semiconductor industry, believes excess capacity and associated pricing pressure could trigger a secondary supply shock in 2003; anticipates that sustainable revenue growth will not begin until well into 2002.

stalking FNSR HLIT BRCD EMLX NTAP ....shorted some ADBE

watching CSCO here...



To: keithcray who wrote (8999)7/30/2001 9:03:49 AM
From: 2MAR$  Read Replies (3) | Respond to of 208838
 
VRTS dips red...EXPE dips too earns tonight.


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