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To: Jerry Olson who wrote (809)6/18/2002 10:49:19 AM
From: Frederick Langford  Read Replies (1) | Respond to of 1854
 
CIBC expecting a strong book-to-bill : In a pre-market note, CIBC World Mkts recommended broad based accumulation of semiconductor equipment shares ahead of book-to-bill release this evening. Firm's top picks are KLAC, MKSI, IFCN.

Fred



To: Jerry Olson who wrote (809)6/18/2002 11:30:45 AM
From: mish5000  Respond to of 1854
 
Right Jerry...no Vol on the follow through... and today looks like more distribution. Will look for that elusive "summer rally" once I see some white's in the eyes....until then I favor a nice grind down to the Sept Low's.