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Technology Stocks : Semi Equipment Analysis
SOXX 313.69+4.2%4:00 PM EST
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To: Donald Wennerstrom who wrote (10998)8/15/2003 11:05:34 PM
From: Gottfried  Read Replies (1) of 95663
 
Don, you know better than to worry about valuations. :) Recall that price leads bookings, which lead to billings resulting in profits. 'Price leads bookings' has been true even in 2002, when we had an aborted price rise - followed by an aborted bookings increase.

So now price predicts another bookings increase over the next few quarters. We'll see if price is correct this time.

home.comcast.net

BTW, price did not always lead bookings this much. On the up leg in '98 price and bookings rose almost simultaneously.

All the charts: home.comcast.net

Gottfried
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