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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (41243)	11/23/2002 10:57:05 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 52237

is there any reason you think he was talking peak to trough? Because its been in all the papers. The semi equips being 50% down, I mean. 50% down in orders, 50% down in employment, etc. The b2b was in the .7s, thats a substantial decline from 2 mos ago... 40% or so. All I'm trying to say is that with Applied closing down 3 out of the next 5 weeks, its not like the current revenue picture is hunky-dory, this is well known. There is some decent news out there to counterbalance the gloom (but not much) Taiwan Semiconductor Manufacturing says seasonal increase in high-tech sales is boosting production siliconvalley.com