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To: techanalyst1 who wrote (11854)6/2/2002 12:27:13 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
20:59 ET Bearish semi outlook in Plugged In column
Barron's Plugged In column presented a summary of a recent Wall St analyst roundtable discussion of semiconductor stocks; Lehman's Dan Niles and former Cowen analyst Drew Peck remained bearish, while Morgan Stanley's Mark Edelstone saw the sector moving sideways for 12-18 months as fundamentals catch up with stock prices. Peck recommended AGR.A and suggesting shorting NVDA and BRCM; Niles recommended ONNN; Edelstone picked SLAB.

online.wsj.com



To: techanalyst1 who wrote (11854)6/2/2002 7:06:10 PM
From: Bill Harmond  Respond to of 57684
 
Irrational indifference:

nytimes.com