Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (7)	10/17/2000 7:44:15 PM
From: JSB	Respond to of 95420

Great work, Donald. Today had the feel of a capitulation. At the very least the sector has been beaten up way past anything justified. Thank you for the thread. JB

To: Donald Wennerstrom who wrote (7)	10/17/2000 10:04:12 PM
From: Gottfried	Read Replies (2) \| Respond to of 95420

Donald, >We essentially have completed the down cycle (or very close to it)< Yes, but without the steep drop in Semi equipment orders and shipments that has accompanied a stock price drop in the past. I have plotted your 33 stock index against the SEMI numbers, as requested. Maybe we can call it dw index? geocities.com Thank you for your work, which must be time consuming. Links to my other semi equip related charts are here pw2.netcom.com Gottfried

To: Donald Wennerstrom who wrote (7)	10/17/2000 10:05:21 PM
From: Bocor	Respond to of 95420

OK, I think we all agree that serious carnage has been wrought upon this sector. Out of the most serious bear markets however always rise the next leaders, and serious money will be made by those who own them from these levels. Question is which ones will be the leaders, and which ones will be the laggards. The answer to that question may not matter tomorrow or next week, but will make a huge difference in the next 6 months. Any ideas?