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

To: Zeev Hed who wrote (81056)6/18/2002 10:15:55 PM
From: Stockdoctor  Read Replies (1) | Respond to of 99280
 
Zeev...any chance they used the dump in the morning only to rally the market like last couple of times. Or Nassacre Phase III will kick in to prevent any rallies?



To: Zeev Hed who wrote (81056)6/18/2002 10:22:17 PM
From: samim anbarcioglu  Read Replies (1) | Respond to of 99280
 
Thank you for the excerpt. I guess here is the question:

<<with such a backlog, if the chips people were in a rush to accept deliveries, the orders are there to deliver from.
>>

The orders came from the 'chips people' to begin with. Equipment makers build their stuff to the orders of their customers right? So, are you then saying that some percentage of customers may not accept deliveries on the stuff they ordered?



To: Zeev Hed who wrote (81056)6/19/2002 12:27:06 AM
From: Pink Minion  Respond to of 99280
 
if the chips people were in a rush to accept deliveries, the orders are there to deliver from

Except the orders have very specific requirements from each customer. If one cancels you can't sell it to the next in line without costly retrofits.

Maybe this isn't the case with all equipment.


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