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

To: Donald Wennerstrom who wrote (17539)	8/2/2004 3:26:07 PM
From: robert b furman	Read Replies (2) \| Respond to of 95713

Hi Don, Looking at G's charts: Just give four instead of the 8 months of up prices last time shipments exceeded billings and boookings (2000) and I'l be one happy camper.GG It does look good. So does end of day momentum -for a day when the crisis alert level was upped. Do you think this marks the reversal of fear in the market as we get proactive vs reactive. Could be a very strong reversal of attittudes showing itself. I've got to quit thinking this way - it could be contagous.GG Bob

To: Donald Wennerstrom who wrote (17539)	8/2/2004 8:40:31 PM
From: Gottfried	Respond to of 95713

Don, if you look at the few cycles charted we have had chip sales peaks before or after the equipment bookings peaks. home.comcast.net But since this cycle has been so screwy, I wouldn't want to guess. And that doesn't even include stock prices. Let's remember that we get the SIA and SEMI results late! All we get on time is stock price. PS: from WSJ "one important economic measure -- the Institute for Supply Management's manufacturing survey -- gave a slightly bullish feel to a skittish day. The ISM survey of the manufacturing sector's purchasing managers found that factory activity continued to expand in the U.S. last month, as new orders and production jumped. The ISM said that its July manufacturing index rose to 62.0 from 61.1 in June, beating economists' expectations. They'd predicted a reading of 61.6. Any reading above 50 indicates expansion in the sector. Of 20 industries surveyed, 18 reported growth." Gottfried PPS: INTC strength impressed me today, but volume was average.