We'll have to wait another two months to see whether this marketwide turnaround theory plays out the way I just described it. Texas Instruments likes to provide mid-quarter updates; expect one in just a couple of weeks. Meanwhile, National Semiconductor reports full earnings in early March. If those two events turn out OK, chances are good that everybody from Nokia to Conexant (NASDAQ:CNXT), and even Chartered Semiconductor (NASDAQ:CHRT), will come up roses over the next month and a half.