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: Ian@SI who wrote (45309)	4/10/2001 2:49:43 PM
From: Gottfried	Respond to of 70976

Ian, no need for that reminder >Things never repeat exactly< It is understood. I'm not hoping for anything. I take what happens. The Arms index signals a market bottom, not necessarily a semi equipment sector bottom. The two Arms signals before the one last month occurred on Nov 30.1987 and Oct.27.1997 - nowhere near a semi equipment bottom. The sector sentiment could get more negative when people are 'surprised' that orders and btb continue to fall a few more months. Other than that I agree with everything you said. :) Gottfried