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


To: orkrious who wrote (24833)1/27/2002 10:51:41 PM
From: Zeev Hed  Read Replies (1) | Respond to of 99280
 
Business at TSM (Taiwan) is improving now for quite a number of months in a row, they claim they have seen the bottom, yet, they, as INTC, are reducing Capex, i think we are getting close to a local top in the semi-equips near here, maybe another two three days, maybe a week.

Zeev