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

To: Jdaasoc who wrote (29245)	10/1/2001 7:43:44 PM
From: LTK007	Respond to of 30051

<. Everything in sweet spot of 1.6 and 1.7 GHz processors using SDRAM is sold out. Processors that require RDRAM still in stock at all speeds levels including 2 GHz.> o.k. for a tech airhead(me:),i gather this is good for RMBS? Regards Semis in general,for those that haven't heard sales for Aug,2001 were 42% less than sales for August 2000,and that also i heard a semi specialist say NO pick-up in sales was observed for back-to-school time,and that orders for holiday season are showing no signs of life. it appears semiconductor stocks have yet to hit bottom.max