Yes, I had seen that had made it to MarketWatch. This second link might be what that story was possibly based on. It shows the slow steady increase, but also notes that the Feb numbers are preliminary and less than a year ago. What caught my eye was the ranking chart in the first link. QCOM and nVidia both showed some strength. Not like Sony and Toshiba though. Take note that MRVL increased whereas BRCM declined.
Outside of the memory segment Looking outside the memory segment, iSuppli’s tone on the year was much cheerier, with the research company reporting that “several companies and product categories posted impressive performances.”
The three-month average of worldwide bookings in February 2008 was $1.23 billion. The bookings figure is about eight percent greater than the final January 2008 level of $1.14 billion, but 12 percent less than the $1.40 billion in orders posted in February 2007.
There are a few companies that need bought at these prices, but could be really on sale next week or again the middle of April. Citi has had me paranoid. Charles Manson stated that paranoia was 'acute awareness'. The world wants to be dumb and clueless as to what these guys have been doing until it could not be done anymore. Some of what I'm finding on JPM stuff looks worse, and that's before Bear. This filing from the end of '07 doesn't reflect the huge numbers that were reported to have been filed by Citi on Feb 22. It does have some numbers on JPM that could make you stop and think. They match what was posted about JPM in that same source as the Citi info. Drop on down to the final pages of this .pdf and look at these guys derivatives volumes and how they are covering each other in case(s) of default.
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