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

To: Gottfried who wrote (2403)	3/24/2002 11:33:02 PM
From: Return to Sender	Respond to of 95566

>BTW, last 2 cycles bookings plateaued a little less than halfway to the top, stayed there a few months, then rose much further. You can see this best in '99 [green line] < Thank you Gottfried for getting me to look at this because it will keep me from pulling the trigger too fast when it comes time to sell. AMAT is a case in point: suite101.com And you other charts as well seem to show this common reaction: suite101.com What I see in general is that after the plateau in bookings and the semiconductors you have charted rose even higher when the booking rose further perhaps making investors believe that this time this cycle will be different and we will not see a fall off in demand. RtS