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Pastimes : Home on the range where the buffalo roam
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To: stockman_scott who wrote (7464)5/6/2002 12:20:33 AM
From: Boplicity  Read Replies (1) of 13815
 
Do you read biz week? There was little article about how the recent run in semi's was nothing more then a inventory build coming out a deep reduction, with the following as the light bulb over the head example. If DVD's, PC's, and teleco gear, having peaked, in replacement market, and in down right major slump, how can the semi market be truly getting better? Makes one think when you put the semi run into those terms.
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