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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Math Junkie who wrote (73093)3/22/2001 6:52:55 PM
From: Doug  Respond to of 99985
 
Richard: Many thanks for those links to very informative research. The current B2B indicates the SEMI recession is just a little better than the 96 or 98 recession. Yet the prices of the SEMI's do not reflect that.

The correlation between B2B and AMAT can be used as a conformal guide ; no more. It is interesting to note that Investors are willing to pay a higher price/B2B this time than in previous recessions.