Replies to post #434204 on Zeev's Turnips Patch-No Politics (ZEEV)

[lee kramer]

Shorting 1 more Ym if they bounce.

[gottfried]

Ratios of SEMI billings and of SEMI bookings to SIA ww chip sales are at or very near 11 year lows

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