The assumption is that a lot of the problems that we're seeing in the semiconductor industry now are related to the economy, and any move by Greenspan to shore up the economic situation we're seeing is going to be very beneficial.

We cannot solve life's problems except by solving them.

Intel's pre-announcement goes a long way to explaining softness in the DRAM market. PCs consume well over one-half of all DRAMs.

Shorter-term investors should probably stick with names that can show some building momentum in [the first half of 2002].

I think a lot of people were a bit nervous about this quarter and there might be a bit of a collective sigh of relief that they pulled it out and that should be viewed positively. The second half of the year is likely to be a whole lot better.

I don't think were anywhere close to the bottom.