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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (97442)	4/23/2001 7:27:28 PM
From: The Freep	Read Replies (1) \| Respond to of 436258

<<bill, i think you will be happy you didn't over stay your welcome. great trade. >> Yeah, I think looking back to early February when he wrote that, and then fast forwarding to April 4 when he bought back in, that was a good trade. There is so much information posted hereabouts that it's easy to skip looking at salient details like date and time. That's kinda a mistake, I think. Anyway, I have a question for any who follow the semis: the book to bill came in below estimates, but does it seem likely that folks will JohnJoseph the results and say it can't get worse? But for it to get better, April orders will have to exceed January orders, since it's a three month average. Since no one sees a rebound yet -- more like a stabilization if that -- is that overly optimistic? Sign me, Confused in Semiland