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Strategies & Market Trends : Z Best Place to Talk Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Larry S. who wrote (16276)	9/11/1998 11:29:00 AM
From: DanZ	Respond to of 53068

Semiconductor Purchasing Managers Survey. eb-mag.com Interesting survey and it looks bullish for semiconductor stocks. 75% think overall business conditions will improve over the next 60 days and 63% think capicity utilization will improve. Some observations: Semicustom chips (VLSI, LSI fall into this category). Availability: 80% think supplies will tighten. Only 5% think supplies will improve. Orders: 45% think orders will improve. Only 10% think orders will fall further. Supply and demand conditions look very good here for a rally in the stocks in this group. Passives/connectors/ switches & relays (IRF, VSH fall into this category). Availability: Evenly split so supply may stay about the same. Orders: 70% think orders will improve. Only 10% think orders will fall further. The supply and demand looks good here as well.