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

To: Jerry Olson who wrote (17429)	9/26/2001 8:44:28 AM
From: 2MAR$	Respond to of 208838

MARKET TALK ..September Can Still Be Trough Qtr For Semis( oh now they realize it <gg>) Edited by Thomas Granahan Of DOW JONES NEWSWIRES (Call Us: 201 938-5299; All Times Eastern) MARKET TALK can be found using code N/DJMT 8:37 (Dow Jones) WR Hambrecht recently visited four communications semi companies - Altera (ALTR), Xilinx (XLNX), Marvell (MRVL), and Vitesse (VTSS). Despite short-term disruptions as a result of attacks, all four companies on track to meet previous expectations for current quarter, firm says. Hambrecht also continues to believe the September quarter could be revenue trough for industry, with flat to slightly up December quarter. Top picks are Marvell and Altera. (TG) 8:30 (Dow Jones) Dull, listless, flat trading. What a beautiful thing. As investors try to further come to grips with our recession and a riskier outlook for equities, there's nothing wrong with a period of consolidation. The bears had their shot Tuesday at bringing down the major averages, and their inability to do so provides a small bit of near-term comfort. Goodyear (GT) warns, as does Textron (TXT). Treasury prices moving higher, oil hovers near OPEC's floor level, about $22 a barrel. (TG) (END) DOW JONES NEWS 09-26-01 08:38 AM