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Technology Stocks : Semi Equipment Analysis
SOXX 288.52-0.3%Nov 14 4:00 PM EST
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To: Proud_Infidel who wrote (5455)9/19/2002 2:10:06 PM
From: Cary Salsberg  Read Replies (1) of 95420
 
Brian,

I am fully invested and suffering, but I think you are wrong. It is a lagging indicator because it is an average of JUN, JUL, AUG, months past. Orders are key and the important ones are SEP, OCT, NOV, DEC, and 2003.

If you believe that trough is Q103, then buy 6 months in advance, NOW!
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