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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (40212)8/13/2001 12:51:48 PM
From: Jimbo  Read Replies (1) of 65232
 
Dealie - I don't think any of the houses really knows if the semis have bottomed - Leahman coming out and questioning the upturn. Each of these houses are playing their own call they way they see fit - on a positive call the market gets excited and I suspect they are selling - the opposite holds true on a negative call - not rocket science here. Just play their game.

Jimbo
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