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 : Zeev's Turnips - No Politics
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: t2 who wrote (31082)2/19/2002 7:12:04 PM
From: The Freep  Read Replies (2) of 99280
 
Per the briefing headline, NV, the book to bill didn't meet SSB's expectations. Mine are irrelevant :-)

I think the B2B is basically meaningless here. It's not good enough to cause a rally. It's not showing renewed utter misery, either. The question really is whether or not the terribly slow move off the bottom in business forces people to re-evaluate the rather fast move off the bottom in stock prices. I do think that re-evaluation will come at some point, though I really don't know if it happens here. Maybe weakness here, but I doubt the full on repricing. Still, if it DOES happen here, Zeev's targets will certainly be breached. But again, since the common wisdom is that the semis will lead us out of the bottom, the stocks will probably stay "overvalued" far longer than I expect.

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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News