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

LRCX 168.26

+1.5%

Dec 10 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (9077)	12/3/2000 11:05:45 PM
From: Gottfried	Read Replies (1) of 10921

Zeev, >I was one of those seeing a BTB at 1.40 plus, saying, it just cannot better, sell< I just remember you getting flak.<g> Last time AMAT bottomed within a month or so of the SEMI orders bottom. I can't believe we have seen either an orders or btb bottom.But this time may be different. The last [aborted] cycle was very abrupt - thus not much time lag between orders and price bottoms. We had discussions on the AMAT thread and consensus was that stock COULD go to the high twenties. Some analyst later mentioned low thirties. Close enough. But when? I observed that during the last two bottoms the AMAT monthly low stayed about the same for 2-3 months. [the red line] Plenty of time to get in. AMAT backlog never dropped much below $1B, even in '98. AMAT vs SEMI orders geocities.com AMAT vs SEMI btb geocities.com AMAT backlog, price and SEMI 'backlog' geocities.com Or see ALL charts Message 14872591 If anyone wants the charts e-mailed, speak up. Gottfried

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next