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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Sharck who wrote (34086)	9/4/2001 8:36:44 AM
From: 2MAR$	Read Replies (1) \| Respond to of 37746

watch TERN this am...SANM not too bouncey here but watching Telecom far from bottom AMCC/PMCS/VTSS/JDSU/AGRA will underperform says LEHM also CIEN JNPR Dan Niles cutting ests on INTC this am...

To: Sharck who wrote (34086)	9/4/2001 8:42:23 AM
From: canmar	Read Replies (1) \| Respond to of 37746

08:30 ET SIA Data : The Semiconductor Industry Association (SIA) announced that 3-month rolling average billings for July fell 37.2% yr/yr vs a 30.9% yr/yr decrease in June... Merrill Lynch says that the sustainability of any recovery is still hard to read; firm still unable to find any evidence of improvement in end demand from the wireless, wireline and PC end markets.