Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

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To: The Ox who wrote (15557)	6/3/2004 11:06:14 PM
From: Gottfried	Read Replies (1) of 95502

MH, we've had about 9 months of rising semi equipment bookings now. Because of the widespread fear a top may be near, this has not led to new highs of the equipment stocks. Whenever the bookings top occurs, we're now closer to it without having reaped any rewards. If that top is an inverted V, there may be little time left for stocks to rise - remembering that price reverses down months before bookings peak. But since the bookings bottom wasn't a V, maybe the top will meander sideways, too. Time's awasting. These stocks don't have forever to wait for investors to see the light. They won't rise after bookings top. Gottfried reference: bookings and AMAT price home.comcast.net

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