Zeev's Turnips Patch-No Politics (ZEEV)

[Paul Shread]

From Earlie:

"As Fred Hickey has so eloquently pointed out, most of the PC/cell phone manufacturers were worried that the war might impede their JIT deliveries of chips so they placed large orders with their semi suppliers and took delivery during the early part of Q1 (this is why semi producers could claim that their order books were "holding up"). Unfortunately, the end-of-chain sales have been miserable, so we now have clogged arteries, hence congestive heart failure symptoms are likely across the sector."

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=18846644