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Technology Stocks : Semi Equipment Analysis
SOXX 344.71-1.1%4:00 PM EST
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To: Donald Wennerstrom who wrote (1005)8/21/2001 6:40:11 PM
From: SpecialK  Read Replies (1) of 95758
 
Don, April and May bookings at 721 and 715, with June revised to 727 and July at 764. It's clear that 6 months prior to June, the Semi equipment group bottomed, when the bookings bottomed.

What is the action of the semi-equipment group telling us about future booking action?

?that we may see bookings rise for 3-4 months before stalling and flat-lining? Not sure.

If bookings continue at current levels, and billings continue to fall, it's natural to get BtB back to 1.0.
But when that happens, does it mean that the stocks are at fair value?
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