MDA - Market Direction Analysis Message Board

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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 683.47

+0.6%

Nov 28 4:00 PM EST

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To: Zeev Hed who wrote (73251)	3/25/2001 1:40:20 AM
From: iod_sherwood	Read Replies (2) of 99985

in theory, the cycle should last till end of the year and only in the new year will renewed visibility be available to them. i think overall, they will see significant declines in revenues after the last few years of greatness... the overcapacity has to sort itself out, as does the new technologies that are planned and how spending will be re-planned... the SOX should be enroute to it's next level down soon as this earnings season begins and the realization that yes, the worse is yet to come and we dono't really know who will be the true winners later on....etc..etc.. but like with all things... it'll be a nice an slow leak down and i ithink we'll be looking at 400 SOX in the not too distant future.

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