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 (1345)	12/4/2001 1:15:46 PM
From: robert b furman	of 95383

Hi Rich, This chart suggests that a possible turn is at the cusp. Note how orders turn within two months of an upturn in shipments. suite101.com Of course the big question is - has that occurred.I think seasonality is in our favor.The future holds favorable comparisons as the next quarters unfold. Your point about the 90 % left to go is very valid.I have somewhat reduced expectations regarding the strength of the next cycle up - it may be somewhat anemic.Unless this upswing is nice and slow - I hope it features some nice long flat (technical strength building) consolidations. Any how, thanks for your perspective. It is nice to have alternate scenarios to "balance" ones future thoughts. Bob

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