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: Return to Sender who wrote (6573)	10/31/2002 11:13:17 AM
From: GREENLAW4-7	Respond to of 95572

Sender, I too had any SEMI's and BTK's from 96-2000, but too make a statement that 2002 or 2003 will be anything like 99 is insane. The market overall in SEMI WORLD is CONTRACTING still, which tells me we are not even close to a bottom yet. If you research what happened in 97-99 you will see we had an EXPANDING MULTIPLE on sales for chips slowly increased over 97-2000. Now we have flat demand if that, and most are down over 40% for sales year over year. I am looking at the 94-96 models in the CHIPS to gauge a bottom, and if you take that look its not a long trade here. One last thing the BTB that came out tells me also this is not a long trade. Good luck, I have to run but will give more detail on why CHIPS will be in a PROLONGED bear market over week end.