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Politics : Idea Of The Day

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To: Jerry Olson who wrote (37446)	3/23/2001 3:17:51 AM
From: IQBAL LATIF	Read Replies (2) of 50167

I hope you guys did not get long late and left neutral as the case has been for last 1 year, or did you change your policy to go long overnight. I would think that for cautious person last night could be was just a aberration, if you decided to go long ovr night I would like to know what has now changes your mind to take additional risk? That would be interesting from P&F perspective..That would have been a difficult window of opportunity for may be 10 minutes last night only..An astute trader like me can only get to positions amidst carnage without pre-positioning iti s next to impossible for me to get in.. <<The three-month average of worldwide shipments in February 2001 was $2.35 billion. The shipments figure is one percent above the revised January 2001 level of $2.33 billion but is 48 percent above the February 2000 shipments level of $1.59 billion.>> If the bookings to shipment ratio is out I have not seen it elsewhere accept by Jtech on this thread than .77 is better than market expectation of .70 that what people tell me it was built in. Now please also let me know since you were worried about it the most and did not want to commit before the number that may be AG is right about this inventory thing, if orders have dropped to 1.85 in Feb from 1.89 in Jan and shipments continue to outpace the order 2.35 in Feb and 2.34 in Jan, is not telling us that 'inventories are being cut' and these rate impact may actually help the semis. The issue is the continue strength in shipments..may be it is due to inability ot cancel the previous orders..however since Dec bookings show that orders are less than shipments, so even on 3 months basis we have higher shipments far in excess of orders, how is this explainable other than bullish terms and I hate to put spin on top, that has already worked in our favor..

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