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To: patron_anejo_por_favor who wrote (69667)2/21/2001 11:38:43 AM
From: chic_hearne  Respond to of 436258
 
I think the market is trying to say that the book-to-bill was so bad that it's good. In other words, instead of a multi-year slowdown we are going to have a 6-12 month major contraction. Or something like that. The semi's frustrate me, I'm glad I quit playing them.



To: patron_anejo_por_favor who wrote (69667)2/21/2001 11:39:00 AM
From: Roads End  Respond to of 436258
 
Hope so, but this long bull run has developed some bad buying habits. It's up 20% from last week with nothing but negative news. I just don't get it.