Steve's Channelling Thread Message Board

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Strategies & Market Trends : Steve's Channelling Thread

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To: Paul A who wrote (14765)	4/19/2001 8:50:35 PM
From: JRI	Read Replies (1) of 30051

Paul A- I'm curious to hear the scuttlebutt from inside the semi companies....is everyone talking as bleak as it appears.....is it true that you really can't see a bottom (anywhere)..?? Also, I'd be curious to know if you think this semi downturn will be better or worse than downturns in the past....Did you work in the industry in 97 or 85? Any guidance on the difference between now and then (ie., now a larger communications sector) would be great too.. A lot of questions. But I'd be curious to hear...thanks..

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