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

To: Donald Wennerstrom who wrote (379)3/14/2001 7:53:22 PM
From: Shoibal Datta  Read Replies (1) | Respond to of 95632
 
Don, one thing that doesn't quite smell right to me is the following - if the semi-equips have bottomed in December '00 for this cycle, what has historically been the latest time by which evidence for a recovery should be seen? If memory serves me right, the semis bottomed 6 mos. earlier in the last downturn (or 2 quarters). I don't see a recovery in the next two months. I'd be happy to see one by October.

P.S. Asyst hung on pretty well today.



To: Donald Wennerstrom who wrote (379)3/14/2001 11:16:34 PM
From: Gottfried  Read Replies (1) | Respond to of 95632
 
Don, [edited] >the inevitable rebound to new highs for this group.


Rebound, yes. New highs - don't count on it if you mean higher highs than a year ago. The spring 2000 highs were inflated due to the NAZ bubble.

I'm just trying to think of what could go wrong.

[edit: in a recent presentation Fitzgerald says to accumulate over the next 2 quarters]

Gottfried


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