Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: robert b furman who wrote (5964)	10/9/2002 10:29:32 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 95515

Whenever the turn does finally come(by no means am saying this is it), the equips should be the first to turn, while the broader market keeps going down.

To: robert b furman who wrote (5964)	10/9/2002 10:32:41 AM
From: Gottfried	Read Replies (1) \| Respond to of 95515

Bob, it's probably a trap to get people to go on margin - then WHAM! Gottfried@hunkeringDown.com

To: robert b furman who wrote (5964)	10/10/2002 11:14:25 PM
From: Zeev Hed	Read Replies (5) \| Respond to of 95515

As of today, the semi sector has completed what I believe is an unprecedented string of 17 consecutive trading days where 1% or less of all the semi stocks were above their 200 DMA. From such an extreme, very powerful moves often are mounted. Since that string is unprecedented, the first move up will be strong, but most probably, not sustainable (you need to have a leadership develop that is above the 200 DMA for some time before the sector will get into its own uptrend). I may have a major bullish call on the sector if after a retrenchment from a rally here, the percentage of stocks in the sector above the 200 DMA does not decline by more than 50% from the value reached at the top of the next rally. Just IMTO, of course. My best candidates (in the equip sector) are CCMP, CYMI and KLAC.