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To: IceShark who wrote (82464)	3/19/2001 7:11:32 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

<<They will all rally in the morn. -s->> Actually, the unspeakable one had a pretty good day today, too: finance.yahoo.com This on a day when INTC got waxed (at least in the early going) and Softee was down.....UFB.

To: IceShark who wrote (82464)	3/19/2001 7:29:19 PM
From: eddie r gammon	Read Replies (1) \| Respond to of 436258

Ice, PLEASE say you are not jousting with the POS again :-) erg

To: IceShark who wrote (82464)	3/19/2001 8:13:59 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 436258

re: "Bad news for semis only means that the worst is over" 4/00: there is no reason for the semis to be down, this is just random movement within the rising channel. Buy the dip. 7/00: there isn't any fall-off in demand for chips, this sell-off is totally unwarranted, most of these stocks are undervalued, at a PEG <1, (using expected 2007 EPS in my calculation, and reasonable growth rates of 30-70%). Buy the dip. 9/00: OK, it looks like demand is going to fall off, but only in PC-related sectors. Telecom-related chip demand will pick up the slack. Buy the dip. 11/00: OK, we're going to have a fall-off in demand in all chip sectors, but only a slight decline. The valley will be shallow. And the stocks are really undervalued now. Buy the dip. 3/01: OK, the valley will be deep, but that means it's not going to be wide. Demand will pick up by July. Buy the dip, this is your last chance.

To: IceShark who wrote (82464)	3/20/2001 7:58:05 AM
From: smallcapmaven	Read Replies (1) \| Respond to of 436258

As far as CMOS goes I don't think that there is a bottom...The warnings from KLAC and SLR only exasperate an already poor situation...I have changed my forecast for 2001 to be a earnings of ($0.10)...Last Q CMOS had $43 million in order cancellations...95% of those came from Taiwanese customers...In 2000 70% of the revenue came from Asia, but only 28% in the last Q...IMO the slowdown in the USA will only exasperate this situation...I heard that TER has cut prices and pushed out product in order to take customers...Since the cancellations came very late last Q and were supposed to be based on a supply glut this is proof that there is more to it than a supply glut...Sell into any rally because their warning will be a big one IMO...The cannot be any visibility before the 2nd Q of 2002 so you have a cyclical that is losing money and has no growth trading at a 3X multiple to my revised conservative REVNEUE estimate...There is no bottom for that kind of forecast IMO...