Anthony @ Equity Investigations, Dear Anthony, Message Board

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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony,

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To: ZenWarrior who wrote (70006)	4/15/2001 12:17:59 AM
From: Pink Minion	Read Replies (1) of 122087

You are definitely the poster kid of this bubble market. I believe the saying "Don't confuse brains with a bull market" comes in mind. The Semi's has been and will always be cyclical. The industry went through two downturns from 1995- 1998 (really one downturn and a fake recovery). This was during the biggest bubble tech spending in the history of man. What do you think is going to happen now? It takes 7 months to qualify a machine in a Fab. Just think of all that capacity from last year that's coming on line right now. Slam dunk short unless we have this V shape recovery. Yea, right that's the ticket - V shape.

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