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


To: Return to Sender who wrote (4373)7/28/2002 5:18:00 PM
From: Gottfried  Read Replies (1) | Respond to of 95515
 
RtS, thanks for the comparison chart. I think I'll update my charts showing price vs SEMI bookings and btb. Does anyone care about those? Next week I'll move all charts to my AT&T site. Many of us have been blindsided and I appreciate their civility in trying times.

G.



To: Return to Sender who wrote (4373)7/28/2002 5:33:26 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95515
 
RtS, Thanks for your kind words, but if anyone deserves credit for this thread, you do. I was traveling for the last 4 days of the week, and when I returned, it was great to read all of the "history" that you posted during the week. It really let me get caught up in a hurry on the important things that happened during the week.

The week was a real "downer" for the semi-equips. As I posted about a week ago, the analysts are really "piling on" the semi-equips, and they haven't finished yet. Now they are busy making downward estimates of future earnings. I am going to post the data for the past 2 weeks for the Group and the SOX.

Don