Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 153.34

-5.0%

Nov 13 3:59 PM EST

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To: Jess Beltz who wrote (7217)	11/1/1998 1:34:00 PM
From: Investor2	Read Replies (1) of 10921

Re: "If we were to graph BTB ratio on the y-axis, and time on the x-axis, what is the "market" looking for? a. does the graph have to have positive slope (positive first derivative) or b. is it enough for the second derivative to be positive while the first derivative is still negative? ie the curve is becoming less negative?" That sounds like an easy question; I'll try to answer that one! <g> The reason I say it is an easy question is because the "Market" already gave us the answer. Over the past three weeks, the price of 41 semi equipment stocks as a group increased 51%. Thus, your question should really read: "what was the "market" looking for?" This HUGE, perhaps even UNPRECIDENTED gain occurred when "the second derivative turned positive." Thus the answer to the question is "b." It is enough for "the second derivative to be positive while the first derivative is still negative? ie the curve is becoming less negative?" What do you think about that line of reasoning? Best wishes, I2

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