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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 162.25-1.7%Nov 6 3:59 PM EST
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To: Q. who wrote (8220)2/14/2000 1:56:00 PM
From: Gottfried  Read Replies (1) of 10921
 
D, you mentioned >a useful indicator for the next peak in the sector<

Depends what you mean by 'peak': stock price? That usually
leads the peaks in equipment orders which in turn depends
on worldwide semiconductor shipments.

Here's a new chart. Remember that SIA data [ww shipments of
semiconductors] is delayed by 5-6 weeks and SEMI data
[equipment orders] comes out with a 3 week delay. So you may
want to guess at the trend from Dec '99.

geocities.com

Gottfried
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