SI
SI
discoversearch

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: LTK007 who wrote (17697)1/2/2002 2:56:38 PM
From: Sully-  Respond to of 99280
 
14:54 ET Lehman on Semis : Lehman analyst Dan Niles is cautious on the semi group, as neither bookings nor billings indicate a V-shaped recovery, although valuations at 3x their prior lows seem to discount one; while most semis should post solid Q4 numbers, he remains cautious until a U-shaped recovery becomes clearer.