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.
Strategies & Market Trends : Technical analysis for shorts & longs
SPY 681.86-0.7%Dec 31 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Johnny Canuck who wrote (35724)12/31/2001 9:45:59 AM
From: Return to Sender  Read Replies (1) of 69344
 
Harry as I read the chart for the SOX and AMAT as well the current trend has been up. That could change but I think AMAT has a few more points up. Time will tell. I'm staying away from the EMS stocks for now. FLEX at the right buy point might entice me back in. Fundamentally all the semiconductors are at least fairly valued:

From Briefing.com: 7:56AM Goldman On Semis : Goldman Sachs believes that Nov. semi orders and shipments reported Friday confirmed current seasonal strength, but also hint that the recovery will be slow and OEM customers cautious. Calls Nov. order number a bit disappointing, down 20% from Oct. with the book-to-bill dipping below 1.0 again, requiring a well-above average Dec to hold Q4 orders flat with Q3. Firm remains bullish on the sector, but believes a recovery already has been priced into the stks.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext