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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: GREENLAW4-7 who wrote (26398)	6/7/2001 8:11:58 AM
From: Jerry Olson	Read Replies (2) \| Respond to of 37746

green.. your not thinking right here... the semis Book to Bill is at hostorically very low levels...any uptick will ignite the whole market... forget last year and 1-2 years ago.. we do not look back..only forward... the bad news is already priced in for the sort term, and if INTC does not warn..the semis will be a nice swing trade LONG... Live Headline 07-Jun-01 08:04 ET SIA Data : The SIA (Semiconductor Industry Association) released its mid-year forecast for semiconductor sales. The SIA is projecting 20.5% growth in 2002 (revised up from 10%) and 25% growth in 2003... In response to the SIA data, Salomon Smith Barney analyst Jon Joseph says that 2002 will see a strongly above trendline recovery and it looks like clear sailing until 2004, when the overall mkt should slow to 7% growth. best regards oj