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.

Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (10083)	12/3/2001 1:42:29 PM
From: LTK007	Read Replies (2) \| Respond to of 99280

and you get a nice return home also ,yes by golly,winter has not arrived yet:) Max

To: Zeev Hed who wrote (10083)	12/3/2001 1:43:39 PM
From: Alex MG	Respond to of 99280

Welcome back, so you went to Vegas and broke even, better than most.

To: Zeev Hed who wrote (10083)	12/3/2001 1:44:26 PM
From: sylvester80	Respond to of 99280

Welcome back Zeev. The board missed you. Hope you had fun in Vegas.

To: Zeev Hed who wrote (10083)	12/3/2001 1:51:26 PM
From: lh56	Respond to of 99280

zeev-welcome back. thread's gotten a little rowdy in your absence. ;-) some interesting data interpretations. what do you think? "03-Dec-01 SIA Data : -- Before Open -- Most firms' take on the recently released Oct semi revenues (down 43% y/y) was decisively pessimistic for the semi group. RBC Capital Markets believes SIA data confirms their thesis that Sept was an extraordinary month for the industry and points to an impending bottom forming in early 2002; RBC expects a "U" shaped recovery in 2002, and near-term weakness calls for negative estimate revisions, skewing valuations towards risk. CSFB reiterates that mixed results given further proof to their thesis of a "rolling recovery" with more of a "U-shape" than a "V-shape" recovery implied in stocks' prices; wireless components should be the first to recover, followed by enterprise, and PCs, and lastly telecom given its expected H2 2002 inventory workdown. CSFB continues to look for sell-off in Q401 with the potential for a "mini inventory bubble" in Q101, followed by a pull-back in late Dec or early Q1 2002, giving investors a better buying opportunity. Lehman Brothers also writes that the semi business is clearly not in a V-shaped recovery; please see today's In-Play for commentary. The one exception to the "delayed recovery" trend was SG Cowen: the firm interprets the data as a positive indicator for the sector; using their metric, the foundation for recovery within the next 6 months is growing stronger." regards, larry