Replies to post #265007 on Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

That is true, they never had their "traditional" super run... TASR joined here at $43.92. In edit followed by NVEC at $43.30.

[Culmus]

If now semi sales and equipment bookings to not go into a straight dive but indicate the cycle might just not be dead right now. And even a muted slowdown might be able to raise expectations a little if that "dead right now" is what they expect. Then the sox could easily get another wind (I got a sense that is what comes, ahem, I'm guessing....).