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Strategies & Market Trends : Tech Stock Options

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To: AurumRabosa who wrote (52238)	9/11/1998 11:56:00 AM
From: ViperChick Secret Agent 006.9	Read Replies (3) of 58727

OFFICIALLY PASSED I wonder if we paste a part of the report on SI...will we get suspended because of the language ;-) the race is on to get it on the net....Hyde and conyers now have to go get the CD disks... we will see it before the market closes... (ps..I am having problems getting into the drudgereport....so think of what is going to happen when we try to see this report ;-) another address cnn.com +Larry Shapiro (16276 ) From: +Dan Zimmermann Friday, Sep 11 1998 11:28AM ET Reply # of 16278 Semiconductor Purchasing Managers Survey. eb-mag.com Interesting survey and it looks bullish for semiconductor stocks. 75% think overall business conditions will improve over the next 60 days and 63% think capicity utilization will improve. Some observations: Semicustom chips (VLSI, LSI fall into this category). Availability: 80% think supplies will tighten. Only 5% think supplies will improve. Orders: 45% think orders will improve. Only 10% think orders will fall further. Supply and demand conditions look very good here for a rally in the stocks in this group. Passives/connectors/ switches & relays (IRF, VSH fall into this category). Availability: Evenly split so supply may stay about the same. Orders: 70% think orders will improve. Only 10% think orders will fall further. The supply and demand looks good here as well.

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