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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 161.43+1.4%Nov 12 3:59 PM EST

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To: Greg Jung who wrote (7538)1/10/1999 4:26:00 PM
From: Ian@SI  Read Replies (2) of 10921
 
Greg,

If you go to Semi's web site, you'll find a definition of the statistics and a description of the process used to collect them.

In that context, it's difficult to understand what you might possibly mean when you say they're wrong. (Not that I care. ;-))

To me the stats clearly show that the most recent 3 month period has shown substantial growth over the preceding 3 month period. And that leads me to conclude that the down leg of the cycle has come to an end.

Further, it leads me to believe that we have probably already started an upleg.
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