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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (431)	7/22/2000 9:25:51 AM
From: michael97123	Read Replies (1) \| Respond to of 10065

Btb may be down but so is cycle down from approximately 10 months to 5 months at AMAT for example. What would you rather have 1.46 in a 10 month cycle or $1.26 in a five month. Do the math. As long as cycle trends down ahead of btb number we should be OK. At least 2 full years to go. The market is blowing smoke based on unwarranted fears. SOX will come back after a few more volatile sessions. What am I missing here?

To: Justa Werkenstiff who wrote (431)	7/22/2000 12:38:10 PM
From: TREND1	Read Replies (2) \| Respond to of 10065

Today Saturday 7/22/2000 Bob Brinker will do one of the following with QQQ position: (1) Sell all QQQ (2) Sell 1/2 QQQ (3) Set sell stop limit on QQQ What do you think ? Larry Dudash PS: BBGG (Bob Brinker guessing game)

To: Justa Werkenstiff who wrote (431)	7/22/2000 8:56:16 PM
From: Math Junkie	Read Replies (1) \| Respond to of 10065

Semiconductor equipment bookings have not flattened completely, but they are definitely a lot flatter than they were. The table below shows the month-over-month percentage increase in the preliminary bookings. (I did not use the revised figures because that would be comparing apples to oranges.) Month Bookings, Percentage Increase from $Billion Previous Month January 2.1778 February 2.2680 4.2% March 2.4517 8.1% April 2.7313 11.4% May 2.7456 0.5% June 2.7961 1.8% 1.8% monthly growth still works out to a pretty nice annual growth rate, but it's a heck of a lot lower than it was. I believe this is why the sector's stock prices have fallen since April.