Donald, Gottfried, excellent work with all this data.
I notice the book minus ship in post 40. It has been trending down. It bottomed and turned up in December 98 and October 99. at 392, it could go much lower, even below 0, before it turns up. If we see 2 months of flattening at this level, it could turn up by January 2001. The others were good entries into the Sox and its components and the industry.
Obviously, AMAT's results in mid-November will give a much looked at forward guidance.
I'm amazed at the SOX and its weightings, RMBS, XLNX have greater effect than Intel, TI, and AMAT, NVLS, WOW!
phlx.com |
