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Strategies & Market Trends : Moufassa's Lair -- Ignore unavailable to you. Want to Upgrade?

To: wgh613 who wrote (2974)	12/18/2001 12:16:56 PM
From: DebtBomb	Respond to of 13660

Biggs and semi equip. comments from this morning: Title: Before the Bell Author: Wick Roberts Report Source: Maria Bartiromo (Added 12/18/2001 9:36:10 AM) Categories: Before the Bell, Market Views, Sector Reports, Stock Picks, Stocks To Watch, Up/Downgrades Email link to this Article What's Hot and What's Not IPO Ratings and ReportsReports. Click Here! Article: Barton Biggs of Morgan Stanley Comments One possible scenario Weak recovery in 2H Mostly inventory-driven Minimal profits recovery so capital spending will not kick in Leading to dead cat bounce Back to stagnation/recession in 2003 This would be bearish for stocks and bullish for Treasuries AHAA estimates raised by Wachovia TQNT gets positive comments from Pacific Crest DB Alex Brown on Chip Equipment Cautious comments Initiating 2003 estimates for the group On average their numbers are 25% below consensus