SI
SI
discoversearch

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.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: brunn who wrote (42058)2/11/2001 10:51:30 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
brunn, thanks for sharing your thinking. Gottfried [end]



To: brunn who wrote (42058)2/14/2001 1:04:39 PM
From: Wayners  Respond to of 70976
 
Try following the semi equipment book to bill ratio cycle instead of those financial ratios. The book to bill lags a bit and its obvious that there are plenty of people in the know about the book to bill before it comes out as evidenced by the price action of AMAT but you can still capture most of the cycle.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News