Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 313.69

+4.2%

4:00 PM EST

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To: Gottfried who wrote (13378)	2/16/2004 6:03:50 PM
From: The Ox	Read Replies (1) of 95663

Beautiful chart, G! This is exactly what I thought we would see. Even though the BtB has spiked up dramatically, we haven't seen bookings come anywhere close to the previous cycle highs. This adds more weight to my view that the up cycle has more legs to it then many want to believe. We appear to be at the same point in the cycle as early 1995, late 1996, or early 1999. I seem to recall AMAT stumbling a bit in late 1995 that weighed on the stock for a couple of quarters. Does anyone remember anything specific from that time frame? As always, I greatly appreciate the charting work you do for us, G. It's always a pleasure to use your charts to (mentally) bounce ideas off of. Gracias! m

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