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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (13940)	9/20/2002 2:16:41 PM
From: Bill Harmond	Respond to of 57684

They took share, component prices have collapsed, and enterprise spending has been much more stable than service provider (telecom) spending.

To: Lizzie Tudor who wrote (13940)	9/20/2002 3:06:41 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

14:24 ET Sector Watch: Semiconductor Group index (SOX at 248) edged to a minor new session (and multi-yr) low in recent action with MU (-10.1%)--estimates cut-- and TXN (-6.1%)--downgrade-- the weakest performers. Also on the defensive are: LSCC (-2.5%); MXIM (-2.6%); XLNX (-2.3%). On a short term basis, it takes a push back through resistances at 250 and 253 to improve the bias. Bucking the trend today are: MOT (+3.9%), AMD (+1.7%) and TER (+1.7%).