SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials
AMAT 225.18-1.5%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Joseph J. Clark who wrote (27804)1/21/1999 9:01:00 AM
From: klaus pluszynski  Read Replies (1) of 70976
 
Joe,

while I haven't got the answer to your question, here's two things I would consider in timing the entry into the Semi-Eq's:

1. The bookings component of SEMI's BTB-Number has been rising quite steady over the last months. But December is often seasonally strong, followed by a relatively weak first quarter. Flattening of the order numbers could happen in Q1/1999, just as it did in '98 and '97.

2. The Yen has been very strong against the US-Dollar over the last three months, boosting competitiveness of the US-based manufacturers vs. their Japanese competitors. Central bank interventions in Japan might indicate a sideways trend over the next months.

Bottom line: The next months could see a mild decline in the Semi-Eq. stocks, but with a two year horizon, this should be a good opportunity to enter the market.

Good luck,

Klaus
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News