Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 155.00

-5.0%

3:59 PM EST

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To: Gottfried who wrote (8766)	10/16/2000 8:12:07 PM
From: Sun Tzu	Read Replies (1) of 10921

Thanks for the charts. I have a question about them (my apologies if I've asked this before). Are the dates of the BTB data points those of the period they span, or the dates of their release? It seems to me that for investment purposes the release date is the more relevant one. Looking at the charts, it seems that the stock price well anticipates the cumulative backlog. I was tempted to say that the rate of change in BTB (your first chart) may be a leading indicator of the stock price, but 5 years does not contain enough cycles in it to support a conclusion. If you have a more comprehensive spreadsheet for the first chart, I can plot the data accordingly (I am only volunteering to save you some time. You've done a lot!). thanks, ST

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