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Strategies & Market Trends : Mu Gamma Lambda -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (3547)8/7/2001 3:05:51 PM
From: Logain Ablar  Respond to of 10077
 
Tom

Some ramblings in response to Harry's inquiry.

Message 16179466

FWIW I'm hearing a few of CEO's indicating they expect the bottom this quarter in their fundamentals (LSI, QLGC, ZOOX) while some others (PSFT, SAP, FMKT) are seeing strength and confirming or raising estimates. So not all is doom and gloom. The chips should recover before the chip equips in the semis but the pc space looks difficult.

good luck out there

tim



To: Jorj X Mckie who wrote (3547)8/7/2001 3:23:20 PM
From: AugustWest  Read Replies (1) | Respond to of 10077
 
Hey JXM, nice call earlier on RSTN. that thing rocketed right before you mentioned it. What kind of pull do you haave? couble mil at your disposal?

Whaat is your EOD taarget on it????Pray tell!@ Or is is a position? Still time to hop onm the traion on a pull back?


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