Semi Equipment Analysis Message Board

STOCKTALK

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.

Technology Stocks : Semi Equipment Analysis

SOXX 301.15

-1.2%

4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Return to Sender who wrote (3566)	6/19/2002 3:35:19 PM
From: scott_jiminez	Read Replies (1) of 95656

I really wasn't referring to a 'recession' in the general sense. I was contemplating the likelihood of a second trough, equal to or worse than the horrible one we're supposed to be emerging from, in the semiconductor/computer industry. It's not a matter of perception ('fear') since the scale of the warnings during the last 48 hours, especially that huge revenue shortfall from AMD, is telling us that the double dip is, in effect, a reality. When equipment stocks continue to slide in the face of such compelling BtB numbers, it is my (EXTREMELY) humble opinion that this sector might deserve an 'avoid' rating for the next 6-9 months. During the era when I was a bull, I made countless egregiously bad calls for the equipment stocks. The odds favor my ongoing ineptitude at prognostication.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next