Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 304.92

-0.1%

Dec 30 4:00 PM EST

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To: JSLyons who wrote (3556)	6/18/2002 10:44:07 PM
From: Return to Sender	Read Replies (1) of 95652

I believe that it is the real dollar figures and actual profitability of the companies involved that is important in the btb data. The potential growth of profits is implied in the growing btb number. Unfortunately while the ratio is improving the dollar amounts are still low as Don just suggested. They are a long way off previous highs. As far as the discussion going on here, or anywhere else, I would just suggest that you stick to your guns. You have a system that is working quite well. There are both good and bad things that we can find to argue over in any number or stock price. You have been making money in a bad market. It is not easy to do. RtS

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