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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Warpfactor who wrote (2727)	4/2/2001 10:55:42 PM
From: Gottfried	Respond to of 23153

Warp, you said >it would seem that the types of corrections we've seen in past semicap cyclical nadirs will spill over to all tech.< I don't and can't see that until we've had at least one full cycle. It would not bother me, as I like a cyclic industry that is fairly predictable [as semicaps are]. Gottfried

To: Warpfactor who wrote (2727)	4/3/2001 6:37:11 AM
From: Second_Titan	Read Replies (1) \| Respond to of 23153

I hope we can identify some good semi bargains when the bottom arrives. I too have been taking a hit hoping for some type of tradeable rebound. I am not to concerned about crude / NG prices by June time frame. But the R James report brought something to my attention that either I did not know or did not want to know. That supply during the shoulder season can exceed demand for consumption and storage. If NG demand has been lower than expected because of swithcing to #2 oil, it sure does not seem so evident in the consumption #'s.