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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (3349)11/6/2001 7:56:07 AM
From: Softechie  Respond to of 99280
 
Robbie on Comm ICs : Robertson Stephens comments on the implications of Cisco's earnings for comm IC stocks such as AMCC, BRCM, PMCS, etc: says that while inventory levels have peaked, the resumption of sustained sequential revenue growth could be more prolonged, and as a result, would not be surprised to see a pullback in these stocks after the initial exuberance of Cisco's results have been digested.



To: orkrious who wrote (3349)11/6/2001 8:47:15 AM
From: ajtj99  Read Replies (3) | Respond to of 99280
 
It appears we may stay below the 1815-1820 level for today. Futures haven't moved too much since last night's close of A/H trading.

In edit, I guess they're down quite a bit. I didn't notice the CBOE site has not updated since late last night.


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