Replies to post #264986 on Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

Welcome back...and that is quite a possibility, but if that is the case, then development of overcapacity in the semis is not a concern this cycle, and thus, until such overcapacity develops, the cycle is still "alive"? Time to launch the partial Q here, MERQ at $47.93 and JCOM at $27.08. Still waiting a little longer for BRCM.