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Politics : High Tolerance Plasticity

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To: Razorbak who wrote (2104)	3/21/2001 10:34:48 AM
From: ItsAllCyclical	Read Replies (1) of 23153

Razor - I want to try to catch the bottom of the next semi cycle. Unlike many techs the semi's earnings seem to be pretty predictable once they start the next up cycle. AMAT, LSI, (maybe INTC) along with a few others. Not sure about the SUNW, ORCL, EMC and CSCO's yet. Still think AMAT could hit 25 before this is all over. At least low 30's are in order. Until the semi's bottom techs have found no firm support. Book to bill out for the semi's tomorrow. We need to see Intel cut cap ex and the semi's to account for slower growth world wide and then I'll start to get interested.

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