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

To: Zeev Hed who wrote (23388)	8/8/2001 3:37:48 PM
From: westpacific	Read Replies (1) \| Respond to of 30051

15:22 ET IDC Report : Semis have been hurt this afternoon by an IDC report on the outlook for the PC semi market; we don't have the full report, but the press release announcing the report begins on a bleak note, claiming that "the market will not after recover until after 2005." But later in the release, an IDC analyst says of DRAM companies: "we don't think they will begin to recover until next year." It's not clear what IDC means with the 2005 date, as the rest of their comments don't back that date up.