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: Return to Sender who wrote (472)	4/26/2001 1:13:52 PM
From: Gottfried	Read Replies (1) \| Respond to of 95761

RtS, you mentioned >before the semiconductor book to bill improves.< The semiconductor book-to-bill is no longer published. Worldwide semiconductor shipments are reported monthly on this site semichips.org The numbers Donald shows are for the North American SEMI equipment industry semi.com Gottfried

To: Return to Sender who wrote (472)	4/26/2001 5:50:36 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95761

RS, Hope you don't mind my posting here. Not at all, as a matter of fact - thanks for stopping by and contributing. Since I am a little behind in responding to your post, several others have already done so - that's good! I might add one thing however, you can put both the NASDAQ and SOX on one chart at the "big charts" site. Just look at the left side of the page and look for the block "compare to". Put in the symbol, punch the proper button(s) and it should come up. The following link is the comparison. In shape, the 2 curves look pretty much the same, but the SOX has held up much better than the NASDAQ. bigcharts.com 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? Like many posters, I think we are still searching for another "bottom" in the near future prior to more gains. As you can see by the recent table postings, the semi-equips are quickly becoming rather "pricey" in the short term. Glad you are on board and posting. Don