Lingering concerns about an inventory correction simply have not been borne out.

We believe the semiconductor inventory correction is far from over.

The second quarter is a growth [period] for Asian semiconductor companies.

We view Chartered as a turnaround story.

I think the Nasdaq is playing catch-up, because we have had a full blown correction in most of the major indexes, but the Nasdaq hung up there I think toward participating fully,

We've climbed very quickly and strongly so prices are ready for a correction. The fundamentals haven't really changed. The crude market in the Atlantic basin is well supplied.