Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (32294)	5/16/2001 11:49:19 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 69187

I can't say I am as sure as you are in a stronger 2H. We are seeing some of the effects of the interest rate cuts come through, but the guidance from AMAT is chilling on the semiconductor sector. While I see gaming driving demand within a segment, I don't see it as a segment that can drive greater consumer demand overall. Unlike wireless, not everyone needs to buy an X-box and Playstation 2. 1/2 of all electornic components in dollar terms still go into computers. All that excess capacity built the last few years added with the end of the technology revolution stage means we should experience slower growth going forward. I expect that Greenspan can prolong the bull, but that would be it.