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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: quote 007 who wrote (11251)	11/5/2002 12:14:17 PM
From: Jorj X Mckie	Respond to of 57110

Nice move on ADI. They just had their estimates cut... I think it is time for me to be looking at some builders. I am short MER, C, and pretty decent sized positions in AMAT and BRCM. All are carryovers from yesterday. CSC reports today, could influence EDS. BZH also reports today. 08:53 ET ADI Analog Devices estimates cut at SG Cowen (30.71) SG Cowen cuts 2003 est to $0.80 from $0.90 (consensus is $0.88) and expects the rest of the Street to trim numbers between now and when ADI reports on Nov 19; with the stock up roughly 65% in the last month (vs the SOX up roughly 55%), firm believes there is risk to near-term stock performance as numbers are cut.