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: Proud_Infidel who wrote (5455)9/19/2002 1:41:59 PM
From: Alastair McIntosh  Respond to of 95420
 
Listen to these people at your own risk. They are serving somebody, but ask if that somebody is you.

Of course listening to anyone posting on the internet is at your own risk including those posting on these boards who appear to have a good knowledge of the SCE industry.

CSFB's SCE research reports have been helpful to me. They moved to an underweight on the SCE sector on Aug 6, 2001. Since then the sector is down about 50%.



To: Proud_Infidel who wrote (5455)9/19/2002 2:10:06 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 95420
 
Brian,

I am fully invested and suffering, but I think you are wrong. It is a lagging indicator because it is an average of JUN, JUL, AUG, months past. Orders are key and the important ones are SEP, OCT, NOV, DEC, and 2003.

If you believe that trough is Q103, then buy 6 months in advance, NOW!


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News