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: Return to Sender who wrote (2764)	4/15/2002 12:14:19 AM
From: Gottfried	Read Replies (1) \| Respond to of 95456

RtS, yes - I have signed up for free membership at equitytrader.com You said >I don't think MACD is a leading indicator at all so waiting for it to turn positive can cause an investor to miss a large proportion of a gain.< Sometimes when MACD turns into positive bars it coincides with price reversing up. Or, you can look for the fast line crossing the slow line UPWARDS. stockcharts.com[h,a]daclyyay[d20010814,20020414][pb50,200!d20,2][vc60][iUb14!Uk14!La12,26,9]&pref=G Jonathan commented on PnF showing weakness. PnF doesn't signal turns. PnF gives buy signals late,well above the bottom, and PnFers like that - for safety. But PnF gives no indication whatsoever that a reversal may be near. So, for a stock in a trading range, PnF can whipsaw you a lot. Gottfried

To: Return to Sender who wrote (2764)	4/15/2002 11:18:02 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95456

Well, "they" are starting off the week trying to hold the semi-equips down - however, so far, "they" are having a tough time. <<07:41 ET Lehman, BofA cautious on semi capital equipment : Lehman says that while the group appears to have turned, most chip co's are not yet prepared to make the large capacity driven equipment purchases that typically characterize a recovery; believes shares may retrench if there is seasonal summer weakness or if end mkts for electronics continue to recover at its current slow pace. Banc of America believes that the recovery in end mkts will be modest and/or uneven, yet valuations of the larger semi-equipment stocks suggest that the "best of all possible worlds" is ahead; macro trends and mkts upstream in the IT food chain raise serious doubts that the industry is returning to the growth patterns of the 90s.>> On the other hand, TER looks like it is doing well! <<08:52 ET Teradyne bookings look stronger than expected-- Soundview (TER) 36.80: Hearing from sources that Soundview is saying that visits to a number of Asian subcontractors indicate that bookings for TER's advanced mixed-signal semi test equipment are coming in stronger than expected; believes co will report Q1 results that will either meet or exceed ests and expects mgmt to have a relatively bullish outlook for Q2 during its conference call.>> Anyway, we have an interesting week in front of us. I will be "gone" for the next several days - I will be back Thursday evening or Friday morning. "Talk" to you then. In the interim, light a fire under this market.<gg> Don