SI
SI
discoversearch

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.
Strategies & Market Trends : Trade/Invest with Options Jerry a Point & Figure Chartist -- Ignore unavailable to you. Want to Upgrade?


To: Dan Duchardt who wrote (2876)7/23/2001 11:53:12 PM
From: Frederick Langford  Respond to of 5893
 
In a practical way, I agree with you. However, as month over month comparison, which is the intent, it portends the trough was in April. I don't know the weighting of each company. I believe the IT Comms have not reached bottom.
The difference between the KLAC conference call and PMCS conference call, was like that commercial on CNBC where 2 CEO's have their Annual Meeting, and they one who read the Wall St Journal had a blowout celebration and the other guys who didn't read WSJ, sounded like PMCS

Fred