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ardent jd

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ardent jd

Re: mlsoft post# 144270

Monday, 08/25/2003 7:49:01 AM

Monday, August 25, 2003 7:49:01 AM

Post# of 704019
mlsoft

Well, I hope you are right and I am wrong, at least short term, because I am short. FWIW, Soundview is out pumping the sector this morning:

"Industry Net: Intel's preannouncement provides further evidence of broad-
based semiconductor recovery. ... We
reiterate our Outperform rating on the industry...

We view Intel's preannouncement as more than mere seasonality in the PC
market and/or market share gains. Rather, we believe that we are entering
the first stages of a broad-based semiconductor industry upcycle."
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