Who among us is surprised? Volatility, noise and emotion close out another policy and media intensive week. I continue not to see much of a

Who among us is surprised? Volatility, noise and emotion close out another policy and media intensive week. I continue not to see much of a
SEMI snuck its August Equipment book-to-bill report by me, releasing it earlier than usual on the 15th. No matter, we got bullish months ago (despite