Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

Nov 6 4:00 PM EST

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To: Math Junkie who wrote (1334)	12/4/2001 8:37:02 AM
From: robert b furman	Read Replies (1) of 95383

Hi Richard, I think your all wet on that one.gggg Really though,The 4-5 days day delay that airlines encountered did not stop car builders.They have learned to catch up from short delays like that.Often times dies break or manufacturing equipment fails and catch ups are necessary. I think this has been used more as an excuse to curtail production and reduce inventory levels. You may be right,but this may also be a turning point.Keep in mind this is a cycle high season for pc's and other gyzmo's.It's time to see increased shipments/production in preparation for Christmas. Gottfrieds semiconductor charts show, once shipments increase - orders increase about 2 months down the road. When that happens - it too late - the price of stocks are already on an upward slope. As the recent rally(including April's rally as well-gulp) shows the turn at the bottom is anticipated.By the time it's known - it's too late. Bob p.s. hope I didn't dry out your blanket.gggg

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