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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Tito L. Nisperos Jr. who wrote (47564)	6/4/2001 9:01:15 PM
From: Jerome	Respond to of 70976

The good report by XLNX today combined with the reports by NVLS and FLEX last week serves to convince me that the bottom has passed. That is not to say that an upturn begins next week. Later this week INTC gives their mid quarter conference report. Analysts will do their best to put a negative spin on whatever INTC says, but the average investor will load up if there is any sell off on INTC. We have seen this pattern last week with NVLS and FLEX. The link for XLNX is the following: biz.yahoo.com For some reason the current analytical thinking is that there will not be a recovery till next year. But there also are company indications that things are not as bad as previously thought. Time to load up the wheelbarrow, (save the pick-up for later)..... Regards, Jerome