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Strategies & Market Trends : Joe Stocks Trader Talk -- Ignore unavailable to you. Want to Upgrade?

To: Joe Stocks who wrote (307)	2/20/2002 4:35:25 PM
From: Robert New	Read Replies (1) \| Respond to of 787

>>PMCS is a holder for me too that I plan on riding alittle>>> Fully understand...I plan on rejoining you in a day or two here. Its a broken stock...just looking for a bounce here back into resistance to reshort. KLAC is a tough stock...when this market does put in some type of solid bottom I think KLAC is going to breakout and solidly. For now I plan on playing other semi's with weaker charts such as MXIM, etc

To: Joe Stocks who wrote (307)	2/20/2002 5:04:32 PM
From: Dan Duchardt	Read Replies (1) \| Respond to of 787

Joe, Something that was impressed upon me reading the article you posted yesterday cbs.marketwatch.com "Front-end equipment bookings are at a low point for this downturn," said SEMI Chief Executive Stanley Myers. "The improvement in overall equipment bookings was driven by a 50 percent increase in the final manufacturing bookings." I interpret this to mean that while orders for equipment used to manufacture semis barely increased in January, chip production orders are up 50%. If that is correct, that is a fairly positive increase. If that trend continues, the equipment manufacturers should pick up soon too. Dan