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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (8893)	10/22/2000 4:20:36 PM
From: Gottfried	Respond to of 10921

Zeev, thanks for your definition. We [myself included] tend to be imprecise when talking about "the cycle" being over. Some mean the semiconductor sales cycle, others mean the semiconductor equipment orders cycle [they track quite well geocities.com ]. Often it is not clear whether a top or the following bottom is meant. You added to the complexity by saying we're seeing the beginning of a bear market rally. If that's what it is, it would tend to alter the way stock price tracks semi equipment orders. Maybe SEMI will report tomorrow. They're due. Gottfried