Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: donald sew who wrote (3820)	3/22/2001 6:11:20 PM
From: horsegirl48	Respond to of 52237

Thank-you Donald for killing the crows. One time when I was a little girl I saw my father in the backyard running around with a gun shooting like crazy,and screaming dam crows, as we didnt live in the country it was very strange site to see, your father flipping out like that. But he was very upset as the crows kept eating all the bird food he put out for the pretty birds. HG48

To: donald sew who wrote (3820)	3/22/2001 8:43:18 PM
From: Roebear	Read Replies (1) \| Respond to of 52237

donald sew (and horsegirl148), Afraid I am going to have to weigh in here on all the CROW BASHING that's going around here on the SA II thread. How awful that you people can be blaming such intelligent creatures for all the misfortune of misguided tech bubble lovers! Have we no love for our fellow creatures and feathered friends???? Actually, I'm just kidding, and perhaps the oriental viewpoint on crows could excuse some of my trading history as we have a small flock in our back yard, perhaps I could claim them as a business expense, VBG. While we live out in the country and I could legally literally expend some lead in their direction during open season, I do not, as these crows provide a valuable service to other inhabitants of our property. We have a pond and a flock of mallard ducks that have "gone domestic". Kids used to love raising their little ones (long story, but if you don't incubate the eggs, the possums will eat them) and they have become pets. But the ducks are subject to heavy predation by hawks, owls and foxes. The crows serve as "guardian angels" for the ducks, both sounding the alarm for hawks or foxes and doing a pretty good job of chasing them away. So for the ducks at least, the crows are good luck indeed. With owls the ducks are on their own till I get the crows night vision goggles, LOL. It's interesting to see the Black Crow Candles serve a similar service for traders and investors. BTW If I had a video of this I would have made a mint. One balmy spring day the ducks were sleeping in the field next to the pond and the crows were perched quietly in the trees about a hundred yards away. I was outside sitting quietly enjoying the spring sun myself. Crows kept watching the ducks, looking bored almost. Suddenly the crows all took flight quietly (that's unusual) and came swooping down on the sleeping ducks, knocked them over like bowling pins and then flew off cawing loudly and gleefully, obviously saying GOTCHA! Best example of animal mischief I've ever seen in person and one that put me in stitches at the time! Best Regards and keep up the good work, Roebear

To: donald sew who wrote (3820)	3/22/2001 10:22:32 PM
From: jtech	Respond to of 52237

The ndx has held up well today because of the sox and the book to bill was pretty bad I thought. INTC held the entire sector up today but $30 for intel is its max, before it trades into the teens. If the sox had sold off today the dow would have lost to the limit. I would call it a false rally, but the dow still finished down so Its not a rally but -400 to <-100 seems like one. Ive been sticking to spdrs lately and even the xlk(intc is 15%) seems like one mean rollercoaster. Were setting up for one big down slam where both the dow and ndx are gonna teach a new rule to long term investors. The old saying <Im in it for the long haul will get beatings from anyone that hears it> IC equipment book-to-bill drops to 0.77 with slow decline in tool orders for February By J. Robert Lineback Semiconductor Business News (03/22/01 17:14 p.m. PST) Recent Articles Silicon Strategies Xicor exits serial EEPROM business and slashes 125 workers All eyes are now on tool orders as key cycle indicator Slump could end by August, says analyst who predicted downturn last July NEC, Tera forge ASIC library deal to accelerate sub-micron chip designs Canon expands SOI wafer sales to North America Archives SAN JOSE -- New orders for semiconductor equipment slipped just 4% to $1.80 billion in February from $1.87 billion in January, according to new report, based on input from North American-based suppliers. The decline was slower than the previous month, but that could be deceptive since the bookings number is based on a three-month moving average. The report, issued today (March 22) by the Semiconductor Equipment and Materials International trade group here, shows SEMI's book-to-bill falling to 0.77 in February from a revised reading of 0.80 in January. A book-to-bill of 0.77 means $77 of new orders were received by suppliers for every $100 worth of products shipped. "Semiconductor equipment shipments have remained at about the same level as last month. However, the book-to-bill ratio reflects the continued erosion in bookings," said Stanley T. Myers, president and CEO of SEMI. "While the month-over-month order decline slowed from the sharp drop in January, the semiconductor equipment industry continues to reflect softening demand within the electronics ecosystem," he said. "The equipment industry is well into its cyclic contraction as February orders are 40% below the peak of this cycle set in October 2000." The slow drop in SEMI's booking figures may not be good news for anxious semiconductor equipment suppliers, which are attempting to cut costs as business slumps in the first quarter. First of all, SEMI's monthly booking figures are adjusted, based on a three-month moving average. February's numbers include relatively-strong orders in December, noted industry analysts. Analysts meeting at this week's SEMI investment conference in New York also said downturns in the business typically result in a 50-to-70% drop in tool orders from a cycle's peak before they begin to pick up again. The peak in the current cycle occurred in October at $2.99 billion for bookings--meaning that the semiconductor equipment downturn might only be halfway over. At the SEMInvest meeting, executives and analysts agreed that this downturn would probably exceed the historical drop in bookings before the slump hits the bottom (see March 21 story). Most speakers at the SEMIinvest meeting said they believed the earliest that the bottom could be reached would be late in the second quarter, but more likely in August or September. However, a major question mark in a full recovery is the health of the general economy, said analysts at the meeting. The $1.80 billion in worldwide bookings by North American suppliers was 22% below the $2.30 billion posted in February 2000, said SEMI, using its three-month moving average. February's chip equipment shipments totaled $2.35 billion, 1% higher than $2.33 billion in January, and 48% higher than $1.59 billion in February 2000, said the San Jose trade group.