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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Frederick Langford who wrote (8325)	6/19/2002 10:25:53 AM
From: Dave Gore	Read Replies (1) \| Respond to of 16631

Fred, I'm not sure whether Zeev qualifies as an expert, but regardless it is one opinion. I find it rather odd that the SOX has been sinking as the B2B bookings and billings have been rising. That's all. I would have thought the bottom of the semi cycle (and thus stock prices) would have been indicated by the .7x readings. Not after the index has been rising some 60% over the last few months. Maybe if it rose to 1.4, 1.8, 2.0 people would get excited. LOL!

To: Frederick Langford who wrote (8325)	6/19/2002 10:29:30 AM
From: Dave Gore	Read Replies (1) \| Respond to of 16631

Fred, I'm not sure whether Zeev qualifies as an expert, but regardless it is one opinion. I find it rather odd that the SOX has been sinking as the B2B bookings and billings have been rising rather strongly for the last 5 months. That's my point. I would have thought the bottom of the semi cycle (and thus stock prices) would have been indicated by the .7x readings, not after the index has been rising some 60% over the last few months. Maybe if it rose to 1.4, 1.8, 2.0 people would get excited. LOL! Sorry, I get a little cynical at people's expectations, you know what I mean? Look at the solid 6-month advance. semi.org