Replies to post #422021 on Zeev's Turnips Patch-No Politics (ZEEV)

[gottfried]

July SIA ww chip sales http://www.sia-online.org/pre_release.cfm?ID=377

chip sales with SEMI equipment bookings/billings
http://home.comcast.net/~gottfriedm/SEMIcharts/chipsales_SEMIbookings.gif
http://home.comcast.net/~gottfriedm/SEMIcharts/chipsales_SEMIbillings.gif

ratios
http://home.comcast.net/~gottfriedm/SEMIcharts/bookingsratio.gif
http://home.comcast.net/~gottfriedm/SEMIcharts/billingsratio.gif

[Dances-W-waves]

This is NOT 911.

This is worse.

Edit: Thats all i need to say.

:(

[skier31]

Hi Zeev,
Remember GNSS? It has broken out and ran a bit....
Just wondering if you think it's about done running.
Looks interesting on a pullback.....
What do you think?
Thanks,
Skier

[Y worry Murray]

Zeev, Bradley could be interpreted as saying; a good local bottom in 15 weeks!