Well, as I said, there is the perfect cycle built into current expectations and stock prices. That one which sees sales and orders plunging hard from here, so even if they (orders) do they (them) might not have much to be surprised about. But which cycle is perfect? They might find out they got bearish too soon and change their mind again, I mean, we know these guys, don't we? They change their mind all the time. -ggg-
I also can't recall having seen that euphoria commonly associated with a positive semi cylce yet, have they really already gone berserk in semi stocks so far?
If I'd have the time I'd study some of the past cycles over the weekend, but I'm behind schedule on a project. -ng-
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