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Strategies & Market Trends : Trade/Invest with Options Jerry a Point & Figure Chartist -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (5771)	5/2/2002 8:27:25 AM
From: 2MAR$	Respond to of 5893

Oh thanks for the heads-up on QLGC CC this am ....reporting next tuesday with CSCO ... PDLI in the $14's here ....they have 8:30 CC this am to discuss management changes. MYGN also reporting next tuesday too...

To: Jerry Olson who wrote (5771)	5/2/2002 9:08:12 AM
From: 2MAR$	Respond to of 5893

Taiwan Semi reporting next thursday OJ ....

To: Jerry Olson who wrote (5771)	5/2/2002 9:16:58 AM
From: Steve Lee	Read Replies (1) \| Respond to of 5893

OJ, what QLGC CC this am? I believe the CC is not until next week?

To: Jerry Olson who wrote (5771)	5/2/2002 9:18:43 AM
From: Frederick Langford	Read Replies (1) \| Respond to of 5893

SIA Announces Chip Industry Sales Reach $10.75 Billion in March 2002; First Quarter Sales Up 5.6% to $32.25 Billion Driven by DRAM Demand SAN JOSE, Calif.--(BUSINESS WIRE)--May 2, 2002--Worldwide sales of semiconductors totaled $10.75 billion in March, a 7.2% increase from the $10.03 billion level reached in February, and the highest monthly sequential increase since April 1986 reported the SIA. "Led by strong DRAM sales, this is a record rise in first quarter growth for the semiconductor industry," stated SIA president, George Scalise. "The March quarter sales are another sign that the industry is rebuilding from 2001, with growth in all major geographic regions except Japan, which was flat. The sales increase was dominated by a record 82.4% sales rise in the DRAM market, with essentially flat sales in other product areas as forecasted. The DRAM sales are a result of increased demand and price increases from the depressed levels of 2001." "Quarterly growth of 5.6% indicates that inventory build-up has been worked through and product demand is now beginning to pick up. The outlook for the second quarter is for single digit sales growth followed by stronger growth rates in the second half of the year. As expected, the semiconductor industry should close out 2002 with modest but sustained overall growth." On a month-to-month basis, the Asia Pacific market led the sales increase with a 10.4% rise over February, while Europe and Japan grew 7.7% and 5.7%, respectively. Sales in the America's grew a steady 3.6% over last month. During March, growth occurred uniformly across most product sectors. The SIA's Global Sales Report (GSR) is a three-month moving average of sales activity. The GSR is tabulated by the World Semiconductor Trade Statistics (WSTS) organization, which represents approximately 66 companies. The moving average is a mathematical smoothing technique that mitigates variations due to companies' monthly financial calendars. About the SIA The SIA is the leading voice for the semiconductor industry and has represented U.S.-based manufacturers since 1977. SIA member companies comprise approximately 90% of U.S.-based semiconductor production. Collectively, the chip industry employs a domestic workforce of 284,000 people. More information about the SIA can be found at www.sia-online.org. March 2002

To: Jerry Olson who wrote (5771)	5/2/2002 9:57:45 AM
From: 2MAR$	Read Replies (1) \| Respond to of 5893

another sweet dip buy on KLAC'ster this am , from $58.50 or so ...hi so far about $59.85 ... have to love these scalpable ranges ....

To: Jerry Olson who wrote (5771)	5/2/2002 10:16:30 AM
From: Steve Lee	Read Replies (1) \| Respond to of 5893

"EMLX CEO said they are already book at 75% of the quarter in 1 month..very bullish there" Don't see why that is bullish. That 75% includes everything they shipped in April along with everything they are planning to ship in May and June. In other words they still have to receive orders for, and get out the door, the other 25% of their quarter's guidance. Here's what the CEO said verbatim: "Generally we're right on track. We just completed yesterday month number 1 & we're pleased with our progress so far. We've had sequential growth the last couple of quarters and we continue to see the business remain relatively strong. The quarter so far, I've said this before at other conferences, the quarter so far has been very linear as it has been the last couple of quarters. Linearity is always subject to individual interpretations; we've had people, you know, make comments about our linearity but what I mean by that is here we're one month done in the quarter and I think with shipments out the door and backlog for the current quarter we're about 75% towards, you know, towards the guidance out on the street with two months left to go. So we're in reasonably good shape I think."

To: Jerry Olson who wrote (5771)	5/2/2002 10:45:31 AM
From: 2MAR$	Read Replies (1) \| Respond to of 5893

and KLAC meets "The Wall" near $60 once again..

To: Jerry Olson who wrote (5771)	5/2/2002 6:44:11 PM
From: Tommy Dorsey	Read Replies (1) \| Respond to of 5893

Jerry was surfing on SI, something I NEVER do and saw your post that you wanted me to come on your site back in Feb. . Since I might have missed a PM on that I'll be happy to come on your site for a discussion when ever you like. Just let me know. Tom Dorsey

To: Jerry Olson who wrote (5771)	5/2/2002 9:32:43 PM
From: HoodBuilder	Read Replies (1) \| Respond to of 5893

Juice, You've gone mainstream. The Big Man is willing to chat on your site. Now people can listen to 1 1/2 gurus Tommy D and you. You da man!