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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: maceng2 who wrote (150420)2/9/2002 11:21:53 AM
From: maceng2  Read Replies (1) of 436258
 
Been speaking to some guys who are still in the semiconductor business.

Orders are coming in, but they are fairly small and of a temporary nature. This will be very much how the business will go until it's clear that the good times are back. Then it will be back to double and triple ordering everything.

Unlike the poor old gold miners the semiconductor business goes through many cycles in 20 yrs. I know I have seen four significant downturns.

Semi stock prices typically continue to tank after the bottom is reached business wise.

Unless all the wheels really fall off the wagon, semi biz is almost at it's low point now. Semi stocks should bottom around August September is my first guess at it.

Just my view....based on some practical knowledge of that business.
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