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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 152.08-0.8%12:25 PM EST
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To: Terry D who wrote (10382)6/12/2002 11:13:11 AM
From: Robert Douglas  Read Replies (1) of 10921
 
Terry,

I had just posted the same comments on the Intel thread.

Yes, there may be no evidence of a turn, but that's the nature of turns. You never see them coming.

Remember how confident in the end demand these companies were at the top? They were so confident in end demand that they built their inventories in fear that there would be shortages!

Now we have the opposite situation. You have inventories very low and no one willing to risk holding anything they may get stuck with. The simple act of cessation of liquidation increases demand throughout the pipeline. Any "unseen" increase for final product will very rapidly flow through the pipeline. And when you get companies building for higher sales, you get the opposite effect. It's the textbook inventory cycle.
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