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 (80967)	6/18/2002 7:58:00 PM
From: orkrious	Read Replies (1) \| Respond to of 99280

don't stay too negative on the sector, IMTO I assume you think they will go down with the Nassacre?

To: Zeev Hed who wrote (80967)	6/18/2002 9:17:47 PM
From: yard_man	Respond to of 99280

The % increase in bookings was more than cut in half from the last increase -- that was the only pt I was trying to make. Inventory adjustments are bullish if there is a pickup in demand -- just because the adjustment is made doesn't mean the demand is growing -- simply means that folks anticipated something. Looks like some have anticipated wrong given the price declines, BWDIK.