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Technology Stocks : Semi Equipment Analysis
SOXX 296.92+0.1%4:00 PM EST
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To: Alastair McIntosh who wrote (4916)8/14/2002 2:14:48 PM
From: Gottfried  Read Replies (2) of 95500
 
Alastair, by all means pay particular attention to Steve Roach. He makes forecasts. >In my view looking at past backlogs is not overly helpful for this cycle.< By looking at the past you can identify trends, just like looking at stock charts. What has happened can lead to better success with forecasting, which is what we should do individually - rather than following gurus.

Gottfried
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