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

To: orkrious who wrote (64297)	5/8/2002 8:32:19 PM
From: t2	Read Replies (2) \| Respond to of 99280

Ork, TSM and UMC of Taiwan are doing very well. These are the companies increasing their capex. If the market can react to Cisco like this, you have to think that a report out of one of the few semis that are actually doing well could be another catalyst. TSM will no doubt be more positive than Cisco. That might be enough to pull in more buyers into the recovery story..followed by the big drop. The market is now taking positive company specific news and believing that there is an IT demand pick up.