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

To: Zeev Hed who wrote (27852)	9/18/2001 2:56:41 PM
From: Jdaasoc	Respond to of 30051

SOX new lows. You will know when tech decline is over when it starts to rally on analysts upgrade of sector. People still need computers especially those computerless analysts displaced from downtown Manhattan. <g> I would have to believe that most of their projecton data is still on hard drives in closed buildings maybe not backed up to centralized tape backup solution. Intel cleaning up with P4 SDRAM solution as "value" solution. I see them riding with this configuration a long time, 18-24 months, if recession forces them to slow cap/ex in 2002. Good luck with trades. john PS Intel didn't go negative