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Politics : High Tolerance Plasticity
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To: Gottfried who wrote (1126)3/7/2001 6:10:03 PM
From: The Ox  Read Replies (1) of 23153
 
Hi G,
I was looking at the JDSU, AMD, VTSS, AMCC, TQNT, etc. of the world and not specifically the semi-eq makers when I said I would suggest buying into semiconductor companies after bookings show a significant rebound off of a low. I should have been more specific and I realize how I didn't define 'semis'. Like using the term technology to lump together stocks, using semiconductors can be just as general.

Thank you for pointing this out. I agree that buying into the capital equipment segment requires a different view of the cycle and your charts are an excellent reference for helping determine the buy timing.

Muchas gracias!
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