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To: Haim R. Branisteanu who wrote (77000)	3/8/2001 10:09:49 AM
From: pater tenebrarum	Read Replies (2) \| Respond to of 436258

Haim, semi inventory is GROWING by all accounts, see recent reports by XLNX and the like. so it can't be dwindling by next week, that would be quite a feat. and i propose negative Japan rumors will outweigh any positive China rumors, one is an economic giant, the other one a dwarf... sure they will get a bounce at some point...which should be shorted if it occurs. more likely imo is that 'recognition' will arrive that both the bear market and the economic downturn are far more serious than everybody makes out...and recognition will imo bring on a panic.