Bob Brinker: Market Savant & Radio Host Message Board

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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Yogizuna who wrote (12854)	3/8/2001 8:23:52 PM
From: geode00	of 42834

I've heard (just anecdotal) from friends that the SF commercial market is much softer. Of course that's down from the insane pace of last year. I don't think the bay area will ever be affordable for most. The current news is totally awful but maybe this is what it feels like near the (or "a") bottom. At least Intel hasn't plunged in after hours but maybe it's reserving that for tomorrow. Doom, gloom, doom, gloom. National Semi CFO: cancellations and push outs seem to have peaked in December. Currently there are some pull ins but they aren't necessarily a signal of a bottom but it could. I.E. zero visibility and anyone who is looking for a second half uptick is just being optimistic. Could happen but there is really no basis in current facts. Caution abounds as does inventory.

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