SI
SI
discoversearch

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.
Politics : Formerly About Applied Materials
AMAT 261.90+0.4%Dec 26 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Cary Salsberg who wrote (48172)6/19/2001 1:14:26 PM
From: Henry D  Read Replies (2) of 70976
 
Cary,

that's a brave prediction! i think Solomon SB has a positive expectation too. if we do get a .6 or above, i wonder if the semi equips will rally? or is it already factored in? my guess is that it is not factored completely yet and some sort of rally would occur if your prediction turns true. the bears would say that one month of b2b is not enough and we would have to see several months worth of increasing b2b before they announce the bottom is in.

Henry
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News