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

To: Donald Wennerstrom who wrote (15264)	5/19/2004 6:37:22 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95616

Unfortunately as Gottfried's chart of AMAT vs Semi bookings shows bookings can rise even as AMAT falls before the peak: home.comcast.net Is this history repeating again? RtS

To: Donald Wennerstrom who wrote (15264)	5/19/2004 6:47:51 PM
From: BWAC	Read Replies (1) \| Respond to of 95616

Two things I note in that valuable chart: 1.)The Totals for the current uptrend has exceeded the 'aborted' recovery in early 2002. But more importantly that Total isn't even 1/2 of the Bookings Total in each of the last 2 'more normal' cycles on '95 and '97. (I'll just ignore '99 and '2000) 2.) 8 successive periods of increases. The exact same as the early 2002 'aborted' recovery. Hmmmmm? Wonder if we get a 9th successive increase if the analysts use that single event to jump back on the bandwagon for what they might then perceive to be an extended cycle?