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To: Mark Fowler who wrote (8414)8/21/2001 7:06:23 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
I'm gonna fly up there this fall and we are gonna p-a-r-t-y.

...that is if I haven't traded my plane in for food and firewood!



To: Mark Fowler who wrote (8414)8/21/2001 7:57:29 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
>>Sox all going lower. Sox it think Oct '98 lows.

Briefing tonight: Semiconductor Equipment Book-to-Bill : The semiconductor equipment book-to-bill ratio for July came in at 0.67, a stronger reading than Briefing.com's mean estimate of 0.60 (among eight firms surveyed) -- the number is also up from June's revised reading of 0.56. Orders for July increased to $764 million which is up from June's revised orders of $727 million and somewhat of a surprise relative to analyst expectations.



To: Mark Fowler who wrote (8414)8/21/2001 10:52:57 PM
From: Bill Harmond  Respond to of 57684
 
Lawsuit against Mary Meeker dismissed as ``gross and unrestrained.''

biz.yahoo.com



To: Mark Fowler who wrote (8414)8/21/2001 11:37:15 PM
From: Bill Harmond  Respond to of 57684
 
Sun Microsystems (SUNW) 13.90 -0.43: Hearing trading floor rumors that SUNW will maintain or raise guidance at its mid-quarter update on August 29; no confirmation of course... Sources at SoundView telling us firm does not feel that SUNW will raise guidance on the call. However, following channel checks last week, firm is more comfortable with the qtr. SoundView's contacts indicated that their SUNW business improved sequentially in July.