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Strategies & Market Trends : Range Bound & Undervalued Quality Stocks -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (4744)	9/1/2001 11:29:59 AM
From: HandsOn	Respond to of 5499

Louie has a 44% loss so far this year, I used to trade FTHL because it lagged GX. I'll steer clear of that sector for now, My micro LUMT had a nice week and just needs some volume now.

To: BWAC who wrote (4744)	9/2/2001 11:23:43 AM
From: Esway	Respond to of 5499

rd.yahoo.com*http://www.marketwatch.com/news/yhoo/story.asp?source=blq/yhoo&siteid=yhoo&dist=yhoo&guid=%7BA436870F%2D4246%2D407E%2D838C%2DEB81E0CABC8A%7Dv <<Scalise, president of the Semiconductor Industry Association, is expected to unleash July industrywide sales results on Tuesday -- figures that may spur individual investors to buy chip stocks. Ahead of the report, he told CBS.MarketWatch.com that the numbers suggest the quarter will be the last period of sliding chip sales in a months-long decline. "We do believe that this is the last down quarter for this part cycle," Scalise said. "As we move into the December quarter, we'll see the first sequential growth, and the upturn that will follow.">> <<Warnings in the cards Third-quarter sales warnings from major chip-makers seem to still be in the cards. It's possible that even Intel, the industry bellwether, will have to issue a third-quarter sales warning. Lee expects Intel will need to adjust its revenue estimate to somewhere near $6.2 billion. Company executives told investors earlier in the quarter to expect sales between $6.2 billion and $6.8 billion. Analysts currently expect sales of $6.4 billion, according to a survey by Thomson Financial/First Call. The company is expected to provide analysts a midquarter business update on Sept. 6. And while there's some evidence that a long slide in DRAM memory prices may be ending, it doesn't necessarily present an investment opportunity, due to high stock prices. Lee says that there will be about $15 billion of DRAM sold industrywide this year. The market value for DRAM memory chipmaker Micron is about $22 billion. "Individual investor beware: You don't want to be the last guy holding this stock," Lee said.>>