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Politics : High Tolerance Plasticity

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To: The Ox who wrote (1123)	3/7/2001 5:34:09 PM
From: Gottfried	Read Replies (1) of 23153

Michael, from your linked post >If the past 2 cycles are useful for predicting the future, I would suggest buying into semiconductor companies after bookings show a significant rebound off of a low (see Nov/Dec 98, Sep/Oct 96).< You'll be too late [but may still profit]. Remember that semi equipment bookings are posted about 3 weeks after the month has ended. [Feb 20. for Jan numbers]. Also, it seems in THIS cycle price has followed btb, not bookings. If you want to see it charted geocities.com Look at... SEMI orders/shipments/btb ... and at the AMAT charts here... selected semi equipment stock prices vs SEMI orders selected semi equipment stock prices vs SEMI btb ratio Gottfried

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