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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: RR who wrote (37175)	5/22/2001 9:59:12 PM
From: RR	Read Replies (2) \| Respond to of 65232

BATTLEBOTS now! CMDY channel. Check it out! RR (eom)

To: RR who wrote (37175)	5/23/2001 1:44:58 AM
From: Sully-	Respond to of 65232

Thanks for the thoughts RR. RE: The Penguins..... They lost the series tonight. The Devils were the better team. No shame on the Pens for making it to the semi-finals. They had a wonderful season! RE: The market. Considering the lousy B2B of .42........ <<"The severity and depth of this industry correction is unprecedented," said Stanley T. Myers, president and CEO of SEMI. "The book-to-bill ratio is the lowest that the industry has posted in the past decade and reflects the sharp order decline in April 2001. Cancellations of previously reported orders for semiconductor manufacturing equipment were a significant contributor to the monthly bookings decline as worldwide chip manufactures make adjustments to bring capacity and inventory in line with demand.">> Earnings in the SEMI's for this quarter will not be very good at all me thinks......... perhaps lower than current estimates in some cases. This could turn out to be a long summer for a number of stocks. Hopefully these rate cuts & increased liquidity will help turn things around soon. BWDIK?