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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: bobby beara who wrote (57174)	7/26/2000 1:13:51 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 99985

bb, it seems to me that there is a real slowdown in the semi's across the board even that WS tries very hard to deny it. Also component prices are soft from my little research. The less hyped stocks such as KMT, VSH, AXV were cut in half even with good earnings and P/E's in line with the SPX. This tells me that the growth in manufacturing electronic equipment is slowing (from Internet related servers, mainframes, PC's cell phone and other "new era" gaddgets) That is why companies like LSI are hitting air pockets. HON who is more industrial oriented warned and it is strange to me that BA was run so high wen HON is down. go figure BWDIK Haim