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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Sam Citron who wrote (44326)3/22/2001 4:33:31 PM
From: michael97123  Read Replies (1) | Respond to of 70976
 
Sam,
Chip stocks have been telling us something other than what most folks on this thread expect which is a return to the lows. I dont know that this rally has anything to do with btb. Micron news yesterday might be the telling factor. Could chip recovery be V shaped after all, because of the technology in place that allows folks to adjust inventory rapidly? Maybe no visibility going forward is bullish after all. Mike