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Strategies & Market Trends : Sharck Soup

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To: Sharck who wrote (13190)	3/25/2001 8:33:35 PM
From: JRI	of 37746

Sharck...do you agree that the semis "fall from recent grace" is not a matter of if, but when....and likely very soon? I could see sub-400 SOXX....the overbuild in communication chip sector is massive....with the coming "savings" that many American consumer will be taking up...I think we'll see a pretty good slowdown across-the-board for cell phones, PDAs, digital cameras, etc..(they'll still grow, likely, but slower rates than expected- much slower than when cap ex plans initiated last year)...A ton of capacity coming on line this year..

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