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 155.15

+2.1%

Nov 26 3:59 PM EST

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To: Cary Salsberg who started this subject	6/4/2001 4:17:05 PM
From: rgammon	Read Replies (2) of 10921

While this is not directly on topic, we have a variety of sources that tell us the semi-equip B2B. My question is, where can we find the semi B2B? That is, where can we find the B2B for the sum of INTC, AMD, TXN, LSI, IDTI, VTSS, GNSS, etc? The two cycles are not identical, the beat of the drums is not the same for these two groups (although the long term growth rates ARE very close to each other). We may not have reached blood in the streets time, although with that awful B2B of 0.42 we should be quite near that point (may take another downleg to get to that point for the semi-equip stocks). Robert

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