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.

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

To: Donald Wennerstrom who wrote (471)	4/26/2001 12:04:58 AM
From: Return to Sender	Read Replies (2) \| Respond to of 95761

Hope you don't mind my posting here. I just found your thread and I like what you are doing. I'm looking to invest in the semiconductor industry and take advantage of the next upswing. I just ran a comparison chart of the Nasdaq Composite next to the Semiconductor Index: bigcharts.com bigcharts.com Sorry, I could not manage to get the charts to show up together. The SOX outperformed the NASDAQ handily but also seems very closely tied to its movement. I'm secretly hoping that bad news from the big guns like CSCO and today QCOM will cause the SOX to dip back before the semiconductor book to bill improves. It certainly looks like there should be lots of upside from the bottom. I'm sitting on cash and wondering when to invest. Looks like you are trying to make an determine if we have hit bottom and are ready to spring higher. I guess the question is do you think if we get a couple weeks of consolidation (selling) that the time will ever be any more ripe for investment in semiconductors on this current cycle? I look forward to reading more of your insight into the industry. RtS