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Pastimes : All Clowns Must Be Destroyed -- Ignore unavailable to you. Want to Upgrade?


To: pater tenebrarum who wrote (35970)5/26/2000 10:41:00 AM
From: MythMan  Read Replies (2) | Respond to of 42523
 
>>today's durable goods report contained a remark about 'collapsing demand for semiconductors'<<

Got a link?



To: pater tenebrarum who wrote (35970)5/26/2000 10:44:00 AM
From: Terry Whitman  Read Replies (1) | Respond to of 42523
 
Sell chips 'In SIZE' <g>
XOI bounced off the RSL and is heading back up. I'm holding long. Oil makes the world go round, and Al will make sure we have enough paper to buy it with.
askresearch.com

I see that the POG has filled the gap from last fall. Is it time for the yeller dog to get healthy?



To: pater tenebrarum who wrote (35970)5/26/2000 10:57:00 AM
From: Rarebird  Read Replies (1) | Respond to of 42523
 
Heinz, how can that be...<collapsing demand for semiconductors>
when the book to bill has been over 1 forever...I think it was measured at around 1.4:1 just last week...



To: pater tenebrarum who wrote (35970)5/26/2000 5:31:00 PM
From: Earlie  Read Replies (1) | Respond to of 42523
 
Heinz:

As MM would say,...

"Don't talk like that,... everybody knows there is a shortage" (g)

Best, Earlie