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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: The Freep who wrote (77335)	5/22/2001 10:30:17 PM
From: t2	Respond to of 99985

I'm a little confused. Do you see lower component prices because of the lower Book to Bill? Can you explain this to me? Ignore that comment. It is not really connected this way. My keyboard was just out of control when I was typing that.<g> I just meant that the semiconductors would not have sold off on this news as investors/analysts looked beyond the valley; it would not have changed opinions in the analyst community, IMHO. In any case, the political events will be dictating the trading, IMHO. That that was not a factor tomorrow, I would have expected a net gain in the semiconductor stocks. Now we will probably see losses. ...depending upon how much this political event affects the market. IMHO, it will be short term only..maybe lasting a day or so.