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

To: BMcV who wrote (17663)8/5/2004 6:16:41 PM
From: Gottfried  Respond to of 95640
 
Bruce, thanks for that post on the ramifications of faster turns. I had not thought of them before. Gottfried



To: BMcV who wrote (17663)8/5/2004 6:19:28 PM
From: Return to Sender  Respond to of 95640
 
Bruce, each day that goes by my 450 target may have to be lowered just a bit because the top of the trading range is falling as well.

Take a look at the middle chart:

investorshub.com

I agree with you on the heavy equipment analogy. It's not the same thing but anything in inventory that is not sold still depreciates.

RtS


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