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Strategies & Market Trends : Trading with Jerry Olson(OJ) -- Ignore unavailable to you. Want to Upgrade?


To: Jerry Olson who wrote (1438)3/1/2004 7:39:27 AM
From: Jerry Olson  Respond to of 1617
 
jp morgan...a stellar house? i'll fade them

Live In Play


01-Mar-04
07:31 SIA reports Semi sales up 27.4% yr/yr

Worldwide sales of semiconductors rose 27.4% year-over-year to $15.6 billion in January 2004 from the $12.28 billion recorded in January 2003, while sales also recorded a typical month-over-month decrease in January 2004 of 2.4 percent from December 2003, the Semiconductor Industry Association (SIA) reported today. "For more than a decade now, with the exception of the boom year 2000, sales have been slightly lower in January than December because of the seasonality of the semiconductor industry... We continue to expect sales for all of 2004 to meet the current forecast of 19.4% with broad-based strength in all major end-markets, especially computation, communications, global consumer and automotive."

let's all just wait for INTC this week folks..ok?



To: Jerry Olson who wrote (1438)3/1/2004 10:07:16 AM
From: 2MAR$  Read Replies (1) | Respond to of 1617
 
"Were long the semis now " !

how did I know ?

hehe