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

To: Jerry Olson who wrote (14271)9/6/2001 8:45:09 AM
From: canmar  Respond to of 208838
 
08:42 ET Bernstein on Telecom Equip. : Hearing from sources at Bernstein that analyst Paul Sagawa believes that deteriorating conditions point to many earnings misses in Q3; says that in order of severity, ERICY, NT, MOT, LU, and NOK are all risks to preannounce disappointing Q3 earnings and/or revenues; Sagawa cuts 2001 EPS estimates on all five; says that meaningful inflection point is 6 months away and industry growth is 18 months away.



To: Jerry Olson who wrote (14271)9/6/2001 8:46:24 AM
From: DebtBomb  Respond to of 208838
 
08:34 ET SoundView on Semis : Hearing from sources that SoundView Technology
is more comfortable with estimates on semi equipment names TER and VECO after
recent checks; also makes positive comments on FCS after its upside preannouncement
and believes that CHPC, which does business with FCS, could benefit; expects positive
call from INTC this afternoon as well.


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