Zeev's Turnips Patch-No Politics (ZEEV)

[JMKel]

Having some trouble finding the semconductor book to bill but have some results.....

Wireless and LCD manufacturing seems to be doing well.
Some companies expect seasonal slump in Q1 following growth in Q4. Most expect at least a mild recovery in 2003.


Jobs in silicon valley:

http://www.semi.org/web/wpress.nsf/33fa5c225257afa5882565e3006d9c77/

Motorola upbeat for 2003:

http://www.bayarea.com/mld/mercurynews/5006651.htm

Texas Instruments:

http://www.bayarea.com/mld/mercurynews/5008885.htm

NA Chip Equipment orders up in December 2002:
http://www.bayarea.com/mld/mercurynews/5000218.htm

Asia Computer sales Jump in Q4 2002:

http://www.bayarea.com/mld/mercurynews/4989287.htm

Nortel says better times ahead increases staffing:

http://www.bayarea.com/mld/mercurynews/5018338.htm

Logitech reports better profits and times ahead:

http://www.bayarea.com/mld/mercurynews/business/technology/5005615.htm

Silicon Valley home sales up 22%:

http://www.bayarea.com/mld/mercurynews/business/5029311.htm

US Homebuilding ends year strong:

http://www.bayarea.com/mld/mercurynews/business/5003262.htm

Silicon Valley consume Mood brighter:

http://www.bayarea.com/mld/mercurynews/business/5011960.htm

Mercury Interactive net tops forecasts expect 20 25% growth in 2003:


Siebel slump in Q1 and slight growth in 2003:
http://www.bayarea.com/mld/mercurynews/business/technology/5008903.htm
For 2003, Siebel said he sees software license revenues and total revenues growing 5 percent from $700.3 million and $1.6 million, respectively, last year
http://www.bayarea.com/mld/mercurynews/business/5011960.htm


Tech Chiefs at Davos:

Technology executives scrambled to tone down expectations for 2003 this week after hard-learned lessons that their customers cannot predict the future.


http://www.bayarea.com/mld/mercurynews/business/technology/5040333.htm