Zeev's Turnips Patch-No Politics (ZEEV)

[marketmaven]

LOL- With a handle like that, you may want to book profits here IMTO

Seriously, the tech bull-itters are ignoring the seasonality and channel stuffing that will make the Feb # disappointing after weak Jans. Raised guidance for semi cap and components is the same old pattern, their customers (like HPQ) see selective shortages and engage in double and triple ordering. Then the inventory pipeline loosens up and the orders get cancelled pronto. SOS !