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To: Zeev Hed who wrote (20118)11/3/1998 9:54:00 PM
From: TI2, TechInvestorToo  Read Replies (1) | Respond to of 25960
 
OT : <By the way, IMHO, the chips are probably a better play for the first phase of recovery in the semis, particularly in view of the too dramatic move up of the equipment sector. >
Any particular ones? Entry/exit prices and timing?
TIA
TI2

PS- Why not short CAPEX?



To: Zeev Hed who wrote (20118)11/3/1998 11:24:00 PM
From: Starlight  Read Replies (1) | Respond to of 25960
 
New IC Insights Report Demolishes
Myth of Seasonal Upturn in Chip
Demand

August/September Month-to-month chip sales increase

87% stronger than previous 8 year's seasonal uptick

average according to IC Insights, Inc.

biz.yahoo.com


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