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Fred Langford

01/28/03 10:11 AM

#92 RE: Jerry Olson #91

08:44 ET Taiwan Semi capex guidance negative for semi equipment group - TWP (TSM) 7.49: -- Update -- Thomas Weisel says that TSM's 2003 capex guidance of $1.0-$1.5 bln is clearly a negative data point for the semi equipment industry (firm's est was $1.35-$1.60 bln).


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madrose1

01/28/03 10:13 AM

#93 RE: Jerry Olson #91

little oversold here ?

Chippys didn't fair too well since TSM news I posted
to you B-4...

you are right about MSFT , wonder if it completely meltsdown later this year ?

INTC looks pretty gloomy right here ...

CYMI reports tonight , do or die and VRTS aong others

regards