Replies to post #17377 on Zeev's Turnips Patch-No Politics (ZEEV)

[gottfried]

Zeev, anyone can publish any projections. I'll wait for SEMI and will ignore VLSI. Gottfried [end]

[megazoo]

Zeev,

Are you still thinking of 'nebacle' in October.
If so, what is your downside target.

Thanks

[mlsoft]

Zeev...

The numbers you are looking at are from VLSI, not the more familiar SEMI BtB report. The VLSI numbers are more volitile, being gathered and calculated in a different manner - I may be mistaken, but I do not think they use a moving 3 month average. That aside, I think their report gives you an accurate preview of what lies ahead for the sector, and that weakness will be carried over into revenues and earnings as we go forward.

On a different note, I might have exited a bit early this morning (KLAC and JPM), but I just went long for a trade here, taking on SLAB at 25.20 and ZRAN at 15.53. Looking for Mosis, as you call them - I think you have been a bad influence on me <gg>.

mlsoft