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To: Jack Hartmann who wrote (62117)7/24/2002 7:35:07 PM
From: Frederick Langford  Respond to of 208838
 
HEAR HEAR!!

I've been saying BRCM was a bloated piggie as long as I can remember.
Excellent analysis.

Fred



To: Jack Hartmann who wrote (62117)7/24/2002 7:57:47 PM
From: DebtBomb  Respond to of 208838
 
Good point Jack about NVLS and the semis. I'm getting my short list ready now for tomorrow, just in case, ggggg.
BP's closed down today, can you believe it.
BPINDU down 3.33 today to 3.33, yikes.
;-)



To: Jack Hartmann who wrote (62117)7/25/2002 8:23:46 AM
From: DebtBomb  Read Replies (2) | Respond to of 208838
 
* 07:58 ET Taiwan Semi CapEx guidance weighs on futures : One of the issues pressuring the Nasdaq futures this morning is downward CapEx guidance issued this morning by Taiwan Semiconductor. The company stated that it expects 2002 CapEx to be less than $2 bln, compared to the the $2.5 bln previously forecast.