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

To: Gottfried who wrote (6254)	10/17/2002 9:36:28 PM
From: Return to Sender	Read Replies (5) \| Respond to of 95474

Gottfried, about the btb number? Was anyone else shocked that it was so low? Here is briefing.com's last comment: Semi equip stocks holding up. Semi equip names have actually extended gains after hours despite weak book/bill number: AMAT +0.50, KLAC +0.44, NVLS +0.30. The book/bill fell to 0.84 in September on a 34% plunge in orders. Taking into account that this is a 3-month moving average, it strongly suggests that the plunge in orders actually began in August, and that the decline between July and September was probably on the order of 50%. Is it possible that the market is truly looking beyond these numbers and into a brighter future? Nutty Buddy.. Thanks for the tables. G, thanks for the bpNDX updates and for the charts that are sure to follow the btb numbers that came out tonight. RtS

To: Gottfried who wrote (6254)	10/17/2002 10:28:11 PM
From: robert b furman	Respond to of 95474

'bond rally is over' nypost.com And that means the shorts are swimming upstream as the money rolls into depressed equities. Can you imagine how aggressive the buying is as you pour your capital gains (from bonds) into equities - not too mention the shorts are trapped in gap up morning after morning. The best part is all they can hope for is a 50 -68 % retrace from where they should have sold. Almost scary when you think the risk is unlimited. Smart traders short at the top -not the bottom.gg Bob