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


To: Jerry Olson who wrote (12664)8/28/2001 8:29:09 AM
From: JeanD  Read Replies (1) | Respond to of 208838
 
07:02 ET Semiconductor Bus Tour : The SoundView Semiconductor Bus Tour/Conference begins today. Among the companies on the schedule this afternoon are MU, LRCX, LSI, AMCC, NVLS, KLAC.

07:31 ET Texas Instruments (TXN) 36.00: Speaking in Taiwan, company's COO said TXN is beginning to see improvement in the wireless space as inventories clear. Notes that this improvement in demand is against a very soft and weak technology spending.

07:47 ET Altera (ALTR) 30.22: Salomon Smith Barney previews tomorrow's mid-quarter update; says a number of factors suggest that business is on track to meet Altera's original sales guidance of down 15%-20% -- which would probably be received positively by investors at this point.