Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

Nov 6 4:00 PM EST

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To: Donald Wennerstrom who wrote (15525)	6/3/2004 12:47:56 PM
From: Gottfried	Read Replies (3) of 95383

Don, good questions. In the 3 cycles before stock price tracked bookings - more or less. home.comcast.net Now price goes opposite bookings - as if we had the bookings top already. There WILL be a bookings top eventually. What happens to price then? Will it go up in anticipation of a bookings bottom? Looks like a profitless [for investors] cycle to me. Gottfried

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