SI
SI
discoversearch

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.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: Investor2 who wrote (4744)2/8/1998 6:03:00 PM
From: HoodBuilder  Read Replies (1) | Respond to of 10921
 
No I wasn't short in September I was still trying to convince myself that it was a temporary situation. I am now hearing a totally different tune from the people I know working at one semi equipment company in particular. The tone is similar to the summer of 96, inventory buildups, layoffs, order slow downs etc.

If someone waives a magic wand and the Asian Fabs start buying again I'll be dead wrong about April but at this point we will not be replaying the Spring of '97.