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To: limtex who wrote (1762)7/22/2001 1:14:33 PM
From: Zeev Hed  Respond to of 1881
 
As to your question: "If you were a corporate planner what would you do now? Would you risk your cash on the hopes of a recovery all sogns of which have proved to be mirages or would you cut back everything in sight in order to preserve cash (and your job)?.", What NVLS did last week, and LRCX did in Mid May.

Apart of that, my "forecast" was for a bottom in mid to late August, we are no there yet, and a possible repeat in October.

Zeev


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