Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.55

+0.4%

Oct 31 5:00 PM EST

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To: Kirk © who wrote (90166)	5/9/2023 5:10:16 PM
From: Return to Sender	Read Replies (1) of 95342

I know I should do something to better sum up what is happening from quarter to quarter but so far it's already terrifically time consuming. Most days I feel like this data is being way under utilized by those who could benefit from it. That said I don't think even what you are suggesting I/we do will enable us to see the turn when it is coming. Make no mistake it is coming because the Fed will actually be lowering rates again. What this table does show and will continue to show is which stocks are most subjected to cyclical forces. Send me a private message and I will send you the Excel files (Last Quarter and the current one) I am using on earnings. You can try out what you are suggesting and share it here I hope. Thanks, RtS

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