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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?


To: Bruce A. Bowman who wrote (5925)10/22/1998 4:47:00 PM
From: JZGalt  Read Replies (1) | Respond to of 18928
 
Bruce,

If you want I can send you two Merrill Lynch reports. One on CCI and the other on the changing semiconductor industry. The CCI report is recent (last few weeks), but the semiconductor report is now 6 months old. It still deals with why you need to be invested in the internet communications end of the semiconductor industry vs. the CPU based chips that were so profitable in the past.

----
Dave