SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis
SOXX 312.76+1.1%Dec 8 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sam who wrote (82415)1/25/2019 9:49:34 PM
From: Elroy   of 95536
 
That was me, just yappin'

I was wondering what Karl Ackerman had to say as well.......haven't seen his report.

I was a semiconductor capital equipment equity analyst at Cowen briefly back in the late nineties. Tim Arcuri replaced me. 'twas a pretty dull sector back then. All the stocks moved in tandem, with the "cycle", regardless of how their specific unique business trends were going. So the analyst's role was really just to try to call the top and bottom of the equipment cycle every 1.5-3 years.

Some companies would be having awesome blow out results, and expecting record years ahead, and in the cycle was about to enter a downtrend the market wouldn't care, the stock would decline with the group.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News