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To: kash johal who wrote (37126)4/23/2001 8:34:04 PM
From: Bill JacksonRead Replies (1) | Respond to of 275872
 
Kash, foundries will get back up soon. The JIT ordering system causes collapses like this, there are equally fast resurgences as people say "wheres da parts?"
Bill



To: kash johal who wrote (37126)4/23/2001 8:36:38 PM
From: brushwudRead Replies (1) | Respond to of 275872
 
Q2 will be horrible.

Period.

Take it to the bank!!!

You're quite right. But the stock market anticipated that at least six months in advance, late last year.



To: kash johal who wrote (37126)4/23/2001 11:56:34 PM
From: tejekRead Replies (1) | Respond to of 275872
 
The foundries are running at 50% capcity.

That means Q2 will be horrible.

Kash, then this may be the time to buy buy the semi stocks.

I had my book marks wiped out last week. Do you have the url for the futures page at CME? The one that shows the next day futures for the markets. I have been all over that site and can't find the page.

TIA.

ted


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