To: Ian@SI who wrote (6990 ) 9/21/1998 8:28:00 AM From: lrrp Read Replies (2) | Respond to
thank you. hope, your heel pain is better and the wrong side of the bed has been moved! In any case, I spent some time thinking about you and Clark's answers; but for a layman; its like a crash course in say nuclear war--you remember--15 minutes to disarm the bomb--oops, that smifing dog ate the instructions!!! cut the red wire!!!!(*or was that Blue, oh you're color blind!?) so I looked up the comparison charts (back vs front enders) during the downturn for some of the semis and could not conclude , that I could use this as a bottom or top indicator; I had to look up the meaning of rfq and sort of figured out that you meant quotes for semi equipment or did you mean chips ( damm, where are those 10 easy steps to brain surgery when you need them!) , so I concluded that since Im not in the industry(boy that is an oxymorom), Im not privy to rfqs--then, I read your reference by Carl Johnson--his evidence is only for a seasonal blip( damm, maybe he has those instructions) what evidence is he referring to, beside increase in device demand?? what makes him think this is seasonal and not an uptrend-- I couldnt find a place to track cellular phone chip inventories either.=========================================So I can wait for the prices to double-- certainly a lagging indicator or bottom fish--(gosh even though, I am color blind-- you sure have alot of green goo all over your hands and all those cuts; you have got to stop petting your Piranhas!!!) I guess I always thought that mr Market was not so smart, but in this case he figured out, using some info, where the top was---I just dont get it that we cant do that too! ooops , 15 min is up!!! the bomb is about to exp--------------
