Zeev's Turnips Patch-No Politics (ZEEV)

[TJ Parker]

re semi cycle:

but of course, these guys - i assume you're referring to these:

http://www.forbes.com/execpicks/2004/05/03/0503automarketscan02.html
http://www.siliconstrategies.com/article/printableArticle.jhtml?articleID=20000043

haven't argued that the semi cycle has peaked, but rather that it will peak in june. and that's not inconsistent with the numbers yet ... (the forbes article addresses your tsm point pretty directly.)