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Strategies & Market Trends : Steve's Channelling Thread
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To: Sun Tzu who wrote (18565)6/22/2001 10:22:50 AM
From: waverider  Read Replies (1) of 30051
 
Everyone? Seems like nearly everyone I read and listen too thinks the semis haven't bottomed yet.

I've been through several of these semi cycles and this one feels like the bottom is settling in. The people I know in the industry are so gloomy right now (mostly sales people). They think it will take a year to get out of this mess. That's about the right response for me. Time to start nibbling. I am not going to wait for a 20% bounce and positives in the B2B to begin building positions.

Good luck to you though.
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