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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (25003)	8/21/2001 8:32:06 PM
From: TREND1	Read Replies (3) of 30051

Zeev You and I still disagree on BTB. To me the ratio is the important factor, other wise why call it BTB. You could just call it Bill or just call it Book. Semi plant has a very short life. If your Dram equipment is 3 years old, there is no money to be made. The 300 will be the next round and companies that don't move up from 200 to 300 will not exist. The only way to measure this has historically been BTB.IMHO Larry Dudash PS: 6 months from now, all will agree that April 4, 2001 was the "low" and not some new coming "low". And I am basing this all on BTB.

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