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Technology Stocks : Kulicke and Soffa -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (4472)10/28/2000 4:22:27 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 5482
 
Gottfried,

You and me both!!

<<Maybe so. In addition I must find a way to follow Zeev's dictum "If FA and TA diverge, go with the TA".>>

FA is more of a background information thing in the semi-equips. Rising revenue, earnings, etc don't mean anything in this group. You really need to go with the flow, ie, TA.

Don W.



To: Gottfried who wrote (4472)10/30/2000 4:51:12 AM
From: Z Analyzer  Read Replies (1) | Respond to of 5482
 
Temporary supply constraints should be indicative of pent up demand. The assumption here must be that a slowing economy will bring demand levels back down before supply can catch up. -Z

Gottfried-Great charts!