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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: J L Segal who wrote (14362)4/11/2001 6:16:52 PM
From: Zeev Hed  Read Replies (1) | Respond to of 30051
 
The increase is only because the March quarter saw orders coming down 60%, even if order increase 10% from this quarter, it is still going to ne 54% from the December quarter...But, it may very well indicate the start of a turn, thus my suggestion quite some time ago that we will get a low in August (probably coinciding with a throughing of the BTB in the semi) or at worst in early October.

Zeev