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: Gottfried who wrote (2374)	3/23/2002 11:27:10 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95562

I can always count on you to be a fellow enlightened investor. In fact your charts and interpretation of them have gone a long way towards helping me to stick with my interpretation of the way the market is behaving. It is my belief that the the book-to-bill ratio would be higher already if companies were still recording their sales as they used to do. The passage from the AMAT 10K is, I am certain, just one such example. I believe that AMAT is splitting because they already have enough orders, not shipped, accepted, or booked, to feel comfortable that growth will exceed their public portrayals. How many months in a row has it taken in the past for the btb to signal a sustained run higher. Your answer a few months ago was three months higher in a row. suite101.com We have exceeded that now and although we will get some brief profit taking now and then semiconductor stocks deserve these higher valuations based on this pattern of predictability. Just my, er <our> opinion. RtS