Replies to post #110444 on Zeev's Turnips Patch-No Politics (ZEEV)

[leptokurtosiss]

ajtj,

Re: >> A bottom, yes. THE Bottom? Not by a mile <<

If I read you correctly, you refer to a cyclical bull within the secular bear market ?

Based on the Moore's law, the cyclical nature of the semi industry ought to start as of the end of last year, which will last 2.5 years before the next down turn. (new fab, new speed, etc.)

Regards,

Lepto