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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (5731)	3/2/2001 6:21:00 PM
From: puborectalis	Respond to of 6445

Sequential growth in IC sales to resume in Q3, predicts new report Historical trends over 20 years suggest an upturn is around the corner, says research firm By J. Robert Lineback Semiconductor Business News (03/02/01 05:49 a.m. PST) SCOTTSDALE, Ariz. -- There is light at the end of the current market-downturn tunnel, according to a new report from IC Insights Inc., which is predicting that sequential quarterly growth in integrated circuit sales will resume in the third quarter of 2001. If so, that would be good news--no make that great news--for semiconductor companies, which continue to be hammered by sharp declines in first-quarter shipments from what were slumping sales in the final months of 2000. IC The new brighter outlook, however, has a muddy lining for the second quarter. Based on historical trends from industry recessions, integrated-circuit suppliers can expect another sequential drop in revenue during the second quarter of 2001, said IC Insights. "The bad news is that in each of the past five-downturn periods, the 'initial quarterly decline' in the IC market was always followed by two additional quarters of flat to negative sequential IC market results," said the Scottsdale market research firm. "However, the good news is that in every one of the past five IC industry downturn periods, the third quarter after the initial decline has always displayed positive sequential growth. "This quarterly pattern held true even in the disastrous IC inventory burn year of 1985 and global recession year of 1998," IC Insights said. The research firm noted that the current downturn began in fourth quarter with a 3% sequential decline in total IC sales as system manufacturers began to clear out excess inventories. Using 20 years of market data, IC Insights predicts that the chip markets will continue contractions in the first and second quarter, but growth will begin again in the third quarter (July-September). IC Insight also noted that in the past five downturns since 1980, unit volumes have generally tracked revenue patterns. IC unit shipments also have recovered within three quarters after the first period of sequential decline, said the research firm. "Similar to the IC market [revenues], IC unit volume shipments first displayed a quarterly decline in 4Q 2000 (-3%). Thus, quarterly IC unit volume growth is also expected to re-emerge in the IC industry beginning in 3Q '01," IC Insight said.

To: Jenna who wrote (5731)	3/2/2001 6:27:42 PM
From: Jenna	Read Replies (6) \| Respond to of 6445

Its been a remarkable week.. we have 3 moderators now and we share the microphone, track the same calls, and will have chart patterns for our intraday calls explaining where we entered and where we exited. (some of us exited SANM and RMBS today while others elected to hold through the session) Both strategies are explained. Another addition will be a LIVE area that will run all day with the picks that are still ACTIVE and when any pick is closed we take it off the list of active trades. We should have ESP by mid March and we will be offering special classes in A) Following a Watchlist B) Intraday reversal patterns and their confirmation C) Exiting/Entering a Trade using multiple time frames D) Reversal Periods and Trendline Breakouts E) Market Internals can Make or Break your Trade F) Utilizing and Filtering out the Pre-Market News (EMBT could have been a great short today and great recovery etc.) I'll be running those classes in Pristine's ChatSpace using actual trades we have made in the past few weeks. Exact times will be coordinated and ALL Pristine members of the Gold, Platinum package and the A La Carte people will get emailed.