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: Donald Wennerstrom who wrote (4839)8/10/2002 10:02:09 PM
From: Gottfried  Respond to of 95587
 
Don, aawww - what's a factor of 1000 between friends. :) [end]



To: Donald Wennerstrom who wrote (4839)8/11/2002 5:18:27 PM
From: Gottfried  Read Replies (4) | Respond to of 95587
 
Don, this poster says >I am in the capital equipment business and the past week has shown that suddenly everyone is buying.This is after nearly 8 months of NOTHING!!We sell to a broad range of industries and it would seem that they are all turning around(this past week)<

messages.yahoo.com

He doesn't post often and is modest in his statements.

Gottfried



To: Donald Wennerstrom who wrote (4839)8/11/2002 5:44:16 PM
From: Return to Sender  Read Replies (1) | Respond to of 95587
 
Don I just wanted to add my thanks. There is a lot of excellent information in those tables.

Here are the SOX components in detailed quotes using Yahoo Six Month Charts:

finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BRCM+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVLS+TER+TXN+XLNX&d=t

Here is the Wennerstrom Semiconductor Equipment Group:

finance.yahoo.com^SOXX&d=t

Ultimately there will be a lot of upside for most if not all of these stocks but the chart patterns do not compare well with many other industries and sectors. Take the Biotech's for instance:

finance.yahoo.com@^btk&d=t

The first thing we to see is the SOX make a move back above the 20 day moving average at 332:

stockcharts.com[h,a]daclyyay[pb50,200!d20,2!c20][vc60][iUb14!Uk14!La12,26,9]&pref=G

The market has been acting strong enough outside of technology that this is not something that could not happen if all the cards fall into the right places.

Thanks again, RtS