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

To: C_Johnson who wrote (14085)	3/18/2004 10:50:25 AM
From: Gottfried	Respond to of 95632

Carl, very instructive. Thank you. The only 'cycle' length that would justify current investor aversion to SEC stocks is the 2001-2002 one. And that wasn't really a cycle because it was aborted. How about sending that chart to Fitzgerald? :) Gottfried PS: SEMI chart for reference home.comcast.net

To: C_Johnson who wrote (14085)	3/18/2004 12:27:40 PM
From: dan6	Read Replies (1) \| Respond to of 95632

Maybe someone here knows how many months into each of these five 'up cycles' the market peaked at... That's the other half of the chart. Of course, there is still the OTHER half which would then give us the complete picture... ggg -dan