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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: w0z who wrote (9697)4/18/2001 8:10:54 AM
From: w0z  Read Replies (1) | Respond to of 10921
 
At any inflection point, the data is likely to be noisy. When it is obvious, the train has left (in either direction!)

INTC confirmed MU's comments about March (PC-related). RFMD adds one of the first indications of the Comm area strengthening:

-- March Quarterly Book-To-Bill Improves to Greater Than One, Driven By Strong GSM Order Rates --
Company is 100% Booked For 20% Sequential Revenue Growth