Steve's Channelling Thread Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Steve's Channelling Thread

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (15187)	4/30/2001 5:47:49 PM
From: Rashomon	Read Replies (1) of 30051

Zeev, am I the only one finding the disconnect between share prices and the semiconductor and semi-cap-equip businesses totally off kilter? Every conference call and most articles in the semi trades indicates that the market is in the toilet and then some, with some concerns now that semiconductors will ship sequentially (!) less this year than last, the second time that's happened in the last 30 years. I realize that the market is a leading indicator, but it seems to me to be far more than the six months ahead of itself that we might normally anticipate.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next