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


To: Donald Wennerstrom who wrote (1263)11/6/2001 10:41:35 PM
From: Return to Sender  Respond to of 95422
 
QCOM missed after the bell tonight. Sooner or later this run has to take a breather due to profit taking. A 52% rise on the SOX from the bottom? In September after the 9-11 crash I said a powerful rally was coming but this has been sustained so well. Soon we will be out of earnings season and perhaps back into worry season:

marketwatch.com

RtS



To: Donald Wennerstrom who wrote (1263)11/7/2001 10:42:13 AM
From: Gottfried  Read Replies (1) | Respond to of 95422
 
Don, another indicator is y-o-y chip sales in %. suite101.com

Note how AMAT price ticks up shortly after yoy% bottoms. This cycle it has not bottomed yet. I believe professional analysts watch this. The chart goes to September 2001.

Gottfried