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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: Cary Salsberg who wrote (10349)5/2/2002 2:15:51 PM
From: Gottfried  Read Replies (3) | Respond to of 10921
 
Cary, it's different this time. In the past [since Jan '95] after SEMI orders turned up, price never looked back. Could it be investors are discounting the entire up cycle yet to come? My answer is NO, but somebody had to ask. In the past price peaked several months before SEMI orders did. So, if somebody expected a short cycle, he would sell now- not buy.

links to relevant SEMI charts
suite101.com

suite101.com

Gottfried



To: Cary Salsberg who wrote (10349)5/2/2002 3:24:47 PM
From: Sampat Saraf  Read Replies (1) | Respond to of 10921
 
Cary,

LLTC and ALTR are the only two in top of your buy price range now. Are you buying them now or waiting for lower prices?

Sampat