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

To: bobby beara who wrote (78227)	6/7/2001 9:30:50 PM
From: puborectalis	Respond to of 99985

TXN.......DSP products--key components in nearly every communications applications as well as a growing number of real-time embedded control systems--will suffer a 26% drop in revenues to $5 billion this year, said the SIA. However, the new forecast also shows digital signal processors as one of the strongest recovery segments in 2002 with a 30% increase in sales to $6 billion, followed by another 35% rise to $8 billion in 2003. When chip market begin to slow again in 2004--with just a 7% growth rate overall--DSP revenues will still sizzle and increase 30% to $10 billion, according to the SIA mid-year forecast.

To: bobby beara who wrote (78227)	6/7/2001 9:56:56 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 99985

Bobby: Re: "justa, the fact that the bear threads dominate the top of the hotlist for this big rally off the march - april bottom, is bullish, i thought that when we had the fake-out break-out a coupla weeks ago and the clowns were off the hotlist for a number of days, that maybe that was enough capitulation to mark a turning point in a bear market rally, however the nas held the bottom of the box and has had a bunch of bad news thrown at it and refuses to break down." Greenspan deserves alot of credit. Imagine if there were any fundamentals to go with these rallies. Re: "we are use to a low vix marking tops, however there are a boatload of stocks and indexes that have gone sideways since late april, creating cheep options, so i'm not sure the vix can be equated to complacency, maybe indecision." I think vix will still mark a top. Low vix can stay there for a a time in a bear market rally. It could go lower. Re: "gaps are usually encouraging for emerging trends, unless they are exhaustion gaps, a gap open tommorrow has to be given the benefit of the doubt, sure would't short it, unless maybe it did a giant gravestone doji -g-" I am selling the gap. Shorts to be done as the day progresses. Too many warnings despite markets willingnes to ignore them for now. LSCC, COMS, Transwitch. More to come. This is a "stabilzation" pop based on hope on a rope and confused shorts. But cancellations and push outs do have a tendency to decrease when backlog is no longer. This pop is not surprising to me at all. Next to come: no growth and more business declines in Europe and Asia and another trip down. Lots of bullishness out there in threadom tonight.