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

To: BMcV who wrote (15446)5/27/2004 9:50:36 PM
From: Proud_Infidel  Respond to of 95640
 
That is encouraging:

However, a number of factors are emerging that suggest the cycle could look different than past cycles

Now all we need are more people who see it the same way, and maybe we can at the very least, receive valuations which are not outright insulting.



To: BMcV who wrote (15446)5/27/2004 11:46:17 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95640
 
Very interesting. CSFB is "changing their tune" rather quickly these days. The evidence is becoming more compelling every day that at least 2H04 is going to be stronger than many expected.

If this feeling gathers a few more advocates, the semi-equips ought to be ready for a good "run"

Don



To: BMcV who wrote (15446)5/28/2004 9:17:20 AM
From: The Ox  Read Replies (2) | Respond to of 95640
 
Given where we are in the length of the cycle (31 months of improving units vs. average cycle of 24)

What are these guys smoking? 31 months into this cycle? Our BtB charts and tables say something VERY different.

EDIT:
Message 20157950


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