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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: orkrious who wrote (168335)5/27/2002 7:18:03 AM
From: Earlie   of 436258
 
ORK:

I will do likewise. The numbers will be acceptable (for the blindly trusting bulls), but it doesn't take rocket science to understand that the semi equip boys must cope with very lengthy sales cycles in a period that is characterized by increasingly frequent order cancellations. Semi-land is in serious trouble and those at the end of the semi food chain are starting to experience the first signs of the coming drought. When even the N.Y. analysts are saying that things are not so bright for the semi equip boys, it is not a time to be shy. (g)

Best, Earlie
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