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

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Technology Stocks : Semi Equipment-Sell when they're singing in the streets

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To: Pink Minion who wrote ()	5/29/2000 11:43:00 AM
From: KevRupert	Read Replies (1) of 276

ex-Dilbert: This is an excellent thread to start. Historically the amat/intc's of the world have always been cyclical plays. I'm not convinced that things may have changed due to the increased number of pda's, electronics, dsl's, internet devices, etc. Is it possible that the semis could be in a long-term run due to the increased product offerings in the economy today? The book-to-bill ratio, (1.42), will ultimately tell us if there is a slowdown. I'm really curious to know if you feel that things may have changed. Thanks again. advalorem

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