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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (25003)	8/21/2001 8:32:06 PM
From: TREND1	Read Replies (3) \| Respond to of 30051

Zeev You and I still disagree on BTB. To me the ratio is the important factor, other wise why call it BTB. You could just call it Bill or just call it Book. Semi plant has a very short life. If your Dram equipment is 3 years old, there is no money to be made. The 300 will be the next round and companies that don't move up from 200 to 300 will not exist. The only way to measure this has historically been BTB.IMHO Larry Dudash PS: 6 months from now, all will agree that April 4, 2001 was the "low" and not some new coming "low". And I am basing this all on BTB.

To: Zeev Hed who wrote (25003)	8/21/2001 9:17:48 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 30051

Zeev: Re: "It has been four months in a row now that orders have not decreased, and the market may interpret that as positive." It is a positive if the market is in search of one <g>. Re: "My interpretation is slightly different." Uptick in a flat market at best? Issue tomorrow is how much the broader makret can hold and push the Sox down.

To: Zeev Hed who wrote (25003)	8/21/2001 10:05:29 PM
From: dwayanu	Read Replies (1) \| Respond to of 30051

... equity P/C ratio for.. 4:00, 3:30, 3:00 and 2:30 ... all under 1.00, being ... .86, .71, .84 and .42. umm? .... I make those .57, .52, .51, and .48 respectively, per CBOE cboe.com 'Equities' columns, 8/21/01. (warning, tasteless joke :-) Maybe you have overclocked DDR in your calculator, shoulda taken the Bus$$, it gives lower values every day! - Dway