Stock Attack II - A Complete Analysis Message Board

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Strategies & Market Trends : Stock Attack II - A Complete Analysis

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To: orkrious who wrote (41243)	11/23/2002 10:57:05 PM
From: Lizzie Tudor	Read Replies (2) of 52237

is there any reason you think he was talking peak to trough? Because its been in all the papers. The semi equips being 50% down, I mean. 50% down in orders, 50% down in employment, etc. The b2b was in the .7s, thats a substantial decline from 2 mos ago... 40% or so. All I'm trying to say is that with Applied closing down 3 out of the next 5 weeks, its not like the current revenue picture is hunky-dory, this is well known. There is some decent news out there to counterbalance the gloom (but not much) Taiwan Semiconductor Manufacturing says seasonal increase in high-tech sales is boosting production siliconvalley.com

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