SI
SI
discoversearch

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.
Strategies & Market Trends : Trend Setters and Range Riders -- Ignore unavailable to you. Want to Upgrade?

To: Susan G who wrote (16173)4/22/2002 9:05:52 PM
From: TWICK  Read Replies (3) | Respond to of 26752
 
CMRC - The slow death. siliconinvestor.com

Amazing.

Twick



To: Susan G who wrote (16173)4/22/2002 9:13:13 PM
From: orkrious  Read Replies (3) | Respond to of 26752
 
Not even a pop in the futures on that book to bill number, I'm surprised

The semi equips are priced for late 90's growth which isn't going to be there. I suspect the market is starting to anticipate a double dip, which means fab orders will be pushed out and these stocks are going to get a severe haircut. I'm not surprised at all, which is why I didn't cover my core short position today. Any gap on analyst pumping tomorrow is a gift to the shorts.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News