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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives -- Ignore unavailable to you. Want to Upgrade?

To: GROUND ZERO™ who wrote (28510)	1/19/2012 2:34:03 PM
From: robert b furman	1 Recommendation Read Replies (2) \| Respond to of 222231

Hi GZ, seems to be the theme this year yesterdays depressed this years winners. Chip inventory have been worked down from hard drive shortage in Thai floods last quarter and Japan's Tsunami 2 quarteers ago blah blah blah. Some semis have surprised Xlinx and others have given better guidance LLTC. In general they've been beaten done too far and getting a bounce - hope they have legs!! Could well be in favor this year - balance sheets are awesome. Bob