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.

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

To: Sam Citron who wrote (44504)	3/25/2001 11:56:55 AM
From: Ian@SI	Read Replies (2) \| Respond to of 70976

Sam, The problem with the "leading indicators" is a timely source of data. The best leading indicator from an investment perspective for those with a trading preference seems to just be the stock price. It's quite timely. You can get it in milliseconds and have almost the same info as even the most informed professional. ;^) Ian.

To: Sam Citron who wrote (44504)	3/25/2001 1:23:25 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Sam, orders and btb sometimes coincide and at other times lead [btb vs price i17.yimg.com ]. But, due to the delay in reporting by SEMI that lead evaporates. I'm not aware of any leading indicator for semi cap stock price available to me. I put faith into the V repeating, faith in the bookings not going below zero and semiconductor equipment being needed in the future. Intel's planned '01 capex tells me that faith is not misplaced - even if they reduce from $7.5B. From SEMI sources we know many expect bookings to bottom within 3 months. AMAT has been in the $40-50 trading range since December. Anyone looking to buy and hold for the entire up leg in price probably should enter low in that range, unless he has reason to think it will break to the downside. Gottfried