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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: The Freep who wrote (18239)	6/18/2001 8:47:28 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

Actually, the shipments may decline faster than the bookings, the last number was around $750 MM in bookings, and frankly, I calculated at the time that INTC was about $500 MM of that, I think we may get a very strange case of a double bottom in the BTB, showing a little rise here (as booking advance an iota and shipments continue declining). The knee jerk reaction might be a rally in the semi equip, but once the numbers are looked over, the decline may continue and the semi-equip might lead down, it will surely be an interesting week. Zeev