Zeev's Turnips Patch-No Politics (ZEEV)

[All Mtn Ski]

I closely follow the semis and I think they lead us down. MCHP doesn't warn twice in one month if the industry isn't really turning down, and they are one semi who business held up well during the last few years. AMAT doesn't layoff over a thousand employees right before a recovery, the evidence is there, we just need to see the companies and the market own up to it. I also think the market is not buying the 'Second Half Recovery' tune anymore like the last two years. <g>

The final flush is usually the most painful....



A-M-S