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


To: JSLyons who wrote (3556)6/18/2002 10:44:07 PM
From: Return to Sender  Read Replies (1) | Respond to of 95646
 
I believe that it is the real dollar figures and actual profitability of the companies involved that is important in the btb data. The potential growth of profits is implied in the growing btb number. Unfortunately while the ratio is improving the dollar amounts are still low as Don just suggested. They are a long way off previous highs.

As far as the discussion going on here, or anywhere else, I would just suggest that you stick to your guns. You have a system that is working quite well. There are both good and bad things that we can find to argue over in any number or stock price. You have been making money in a bad market. It is not easy to do.

RtS



To: JSLyons who wrote (3556)6/18/2002 11:45:30 PM
From: Gottfried  Read Replies (1) | Respond to of 95646
 
JSL, my reply to Zeev re 'failure' of billings to keep up Message 17621379

Gottfried