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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: kha vu who wrote (11047)	12/13/2000 10:57:51 AM
From: Rob S.	Read Replies (1) \| Respond to of 11555

This period reminds me of the semi market in 1994-5 when book to bill ratios first soared toward 1.6:1 while the underlying markets for electronic products grew at a healthy but comparatively modest rate of about 1.25:1. Then book-to-bill collapsed as inventories were adjusted and double and tripple ordering evaporated. We are not through the bad news yet. Whenever you see semi companies showing growth rates that are out of sync with end user growth rates while stock prices have soared as if the semi growth was sustainable, it is a reason to take profits if not short stocks or buy puts. Buy the deep dips and sell the rallies until the market shows a solid trend. Trading is still safer than investing at this point.