Semi Equipment-Sell when they're singing in the streets Message Board

STOCKTALK

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-Sell when they're singing in the streets

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: BMcV who wrote (38)	3/29/2000 10:26:00 AM
From: Gottfried	Read Replies (1) of 276

Bruce, re >if capital spending as a percentage of semiconductor revenue were to exceed 30% for an extended period of time, that would be a cautionary signal.< Any idea where we might find this info in time to do something about it? I have charted this percentage based on the 3-months moving averages published by SEMI [semi equipment orders] and SIA [worldwide semiconductor shipments]. But that is NOT the same. Since Jan 1995 this ratio has not exceeded 15%. That's where it sits now. geocities.com Gottfried

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next