Semis rocking this evening

Book to bill rocks to 1.14 from 1.09 in March. This could get the semis moving on Friday. We like AMD and MU. AMD is cutting into INTC's market share. Heard Dan Benton of Andor Cap plead for his life and his investing style on a UBS call. If you believe him, there are going to be chips everywhere. So its makes sense for the semis to rebound here if this economic rebound is for real. Right now it is just a trade not an investment.