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Technology Stocks : Semi Equipment-Sell when they're singing in the streets -- Ignore unavailable to you. Want to Upgrade?


To: FLSTF97 who wrote (40)3/29/2000 1:24:00 PM
From: Gottfried  Read Replies (1) | Respond to of 276
 
Fatboy, amazing! The ratio is close to 50% each year.
Thanks for the data. Good to know, even though it doesn't
help with timing. But semi equipment orders correlate with
ww semiconductor sales very nicely...

geocities.com
At the bottom ww sales even give some advance warning
for semi equipment orders. But they can lag at the top where
we need the warning most.

Gottfried