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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: Kelvin Taylor who wrote (17957)	1/4/2002 10:35:00 AM
From: Tom Hua	Respond to of 19633

10:24 ET Merrill Lynch Q4 Earnings Preview : In PC space, said the consumer side saw upside in Q4 but that corporate side remained weak and is expected to remain weak through 1H02; inventories, though, look to be in pretty good shape and expects unit growth of 10.5% in 2002 with the inflection point coming in early Q3... believes DELL, CPQ, GTW and IM have best revenue upside potential while CPQ, GTW and TECD have best EPS upside potential 10:18 ET Merill Lynch Q4 Earnings Preview : Aggregate revenues of 27 semiconductor companies followed by firm should be down 34% yr/yr and flat sequentially... Joe Osha said Intel's better performance has skewed those forecasts upward; Osha also thinks industry upturn will be more modest than what occurred in 1998, but notes it won't be an effective strategy for investors to wait for a Q1 selloff to buy the semi stocks... separately, Merrill Lynch thinks CY, SNDK, and ATML are at risk for disappointing March qtr. guidance as their checks indicate these companies are, at best, 60% booked for March qtr. 10:04 ET Merrill Lynch on Wireless Group : Merrill Lynch cautious on wireless stocks in a pre-open note, doesn't see them moving out of trading ranges any time soon. Q4 was tough, but that is widely known: subs may come in at lower end of range, growth is slowing, pricing is competitive, marketing costs are high, and economy is weak; previous factors may force consolidation in the industry. Firm expects wireless infrastructure mkt to decline over 5% in 2002, and the handset mkt shipments (sell-in) should grow 14% to 410 mln units.