Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: orkrious who wrote (6905)	11/20/2001 8:22:44 AM
From: Justa Werkenstiff	Read Replies (1) of 99280

Ork: Re: "07:58 ET CSFB on Semis : CSFB notes that in the last two semiconductor downturns that coincided with an economic downturn, the recovery ended up being more gradual; while the industry may be near bottom, the slope of the recovery has not been factored into valuations." This is good to see and I have seen it expressed by other analysts as well recently (finally).I have argued this since last spring at least. So that fact that the analysts are saying this now means we are one step closer to making a bottom since in the next move down this thinking should become prominent.

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