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.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Ross who wrote (1680)7/20/2000 6:22:48 PM
From: Mani1Respond to of 275872
 
Ross re <<I don't know if a decreasing equipment b-2-b always leads into a slump >>

I agree. But if you assume that semi's are perfectly cyclical (by that I mean once the growth slows, that means the peak is near), then lowering BTB is indeed negative. I do not think it is. As always, once a trend is discovered, it is no longer a trend.

Re <<but see Gottfried's charts>>

Indeed! His charts are very informative. Among many places, he posts them on COHU's thread.

Re <<Does this off topic post get me banned? It was just a response..... >>

In case you are serious, NO!!

Mani



To: Ross who wrote (1680)7/20/2000 6:39:05 PM
From: kash johalRead Replies (2) | Respond to of 275872
 
Ross,

Equipment companies are EXTREMELY vulnerable to a slowdown.

It is tough for them to respond rapidly to upsides as well as downsides.

So any incremental changes are carefully analysed.

We all know the fall off a cliff will come.

It may be six months away or 6 years of course!!!

regards,

Kash


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