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 309.40

+1.0%

Dec 5 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: zonder who wrote (7154)	11/26/2002 2:21:08 PM
From: XBrit	of 95531

Personally, I am still long-term bearish and still believe this is a bear market rally, in the whole market including semis and including NVLS. The excesses of the 90's simply have not been worked off yet, the US economy is sick under the surface. However: (a) this rally may run further, there is NO sign of it rolling over yet. And (b), there is at least one case (1982) where a bear market snapback rally just kept going and turned into a new bull. So, IMO a person would be best to stand back and wait-and-see before shorting right now. If you want to short NVLS, be aware that all the major front-end semi equip stocks move together with a correlation >90%. So you MUST ask yourself, would I short AMAT and KLAC right now? They're really all the same stock. finance.yahoo.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next