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To: Diamond Jim who wrote (41373)12/4/1997 4:26:00 AM
From: Jimbo  Respond to of 186894
 
hello,
maybe i can help out. i think CNBC meant 4 different sectors within the tech sector all having some bad news: (commentary of Joe Kernan)
1) drive makers (seg,wdc)
2) networkers (3com ,CS)
3) wireless (altera?,nokia,ericy)
4) semiconductors (txn,vlsi etc)



To: Diamond Jim who wrote (41373)12/4/1997 7:59:00 AM
From: Road Walker  Respond to of 186894
 
Jim,

This is from a post that follows:

"Portfolio managers and analysts said there is little good news that can offset the market-shaking warnings from Altera Corp. (ALTR), Cabletron Systems Inc. (CS), Western Digital Corp. (WDC) and 3Com Corp. (COMS) over the past two days."

My guess is these are the companies that they were talking about.

Warnings season is upon us, lets just hope we don't get "breaking news" followed by "Intel today warned...".

John



To: Diamond Jim who wrote (41373)12/4/1997 9:15:00 AM
From: Barry A. Watzman  Respond to of 186894
 
Intel was not one of the 4 companies referred to by CNBC as having earnings problems -- 3 Com, Altera, Western Digital and I don't remember the other one.