Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: kodiak_bull who wrote (10408)	11/9/2001 9:11:32 AM
From: Think4Yourself	Read Replies (1) \| Respond to of 23153

Thanks for the feedback. You logic is, as usual, excellent. My only concern about shorting the home builders here is that I don't completely understand how their financing activities might offset declining sales. Guess I have something to research this weekend.

To: kodiak_bull who wrote (10408)	11/9/2001 9:51:26 AM
From: Gottfried	Respond to of 23153

kb, in reply to As for the chipmakers, I look for guidance: Chip sales through September... suite101.com Forecasts for 2002 range from -6% to +6% and SIA itself says sales will be flat with 2001. SIA has a terrible prediction record. Analysts like to look at y-o-y trends [shown]. The main reason y-o-y looks so poor is that 2000 was so good. The actual September SIA sales were similar to the last two troughs. How AMAT price relates suite101.com The October numbers are in the bag but not announced yet. Gottfried