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

To: keithcray who wrote (9002)7/30/2001 9:02:31 AM
From: keithcray  Respond to of 208838
 
08:52 ET 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.



To: keithcray who wrote (9002)7/30/2001 9:08:52 AM
From: DebtBomb  Respond to of 208838
 
Hi keith, thanks, I figured it was coming, you could see how PMCS was trading strong on Friday. It's a typical sign, unusual strength, heavy volume, then next day, they upgrade it, someone loaded up on the stuff ahead of time, IMO. TQNT also, look at the heavy volume on Friday.


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