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

To: Donald Wennerstrom who wrote (11638)9/17/2003 11:23:50 PM
From: BWAC  Respond to of 95598
 
Sounds about right to me for tomorrow as well. Nothing matters until that one day where someone influential enough finally throws in the towel. (and Greenspan gets punched into next week trying to retrieve it)



To: Donald Wennerstrom who wrote (11638)9/17/2003 11:24:53 PM
From: Gottfried  Read Replies (1) | Respond to of 95598
 
Don, updated SEMI chart home.comcast.net

I'll probably do the other charts tomorrow.

Gottfried



To: Donald Wennerstrom who wrote (11638)9/18/2003 8:50:14 AM
From: Justa Werkenstiff  Read Replies (2) | Respond to of 95598
 
Donald: Re: " they lowered the order input number for July substantially,"

Yes, from 763 to 707 or 7.34%. Overall, it just reinforces the flat trend in orders despite the run up in stock prices to anticipate a recovery in orders. Does that seem like a large revision down in your experience?


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