Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: robert b furman who wrote (27503)	12/17/2005 12:02:13 PM
From: robert b furman	Respond to of 95737

Some IBD industry Group Rankings to supplement Don's SOX tables: Elec-Semiconductor manufacturing: this week - 14th last friday- 17th 3 mos ago - 14th Elec -Semiconductor equipment this week - 38th last friday - 40th 3 mos ago - 50th Funny it didn't feel that way. As Don's numbers show the Sox was supported almost exclusively by only the chip makers (top 5 gainers)Idon't know IFX off hand.All the equipment makers except Amat suffered percent declines and yet the chip makers held onto 14th while the equipment makers went up 2 places to 38th. The confusion that comes from these rankings is because they only indicate relative strength. In the long however,it takes chip makers to gain for equipment makersto benefit from them buying equipment. The lag is historical and logical. With the oil complex getting clobbered accross the board quite thoroughly on friday's action. The ranking improvement and relative strength of both industry groups may well be a very hopeful indicator that our favorite industry groups can in fact do quite well as we suffer a decline in the indexes. As money leaves the 3rd and 4th wave highflyers of past rallies and migrates into the semis and tech as they show relative strength and climb up the rankings. NOT ALL BAD AT ALL GUYS. Bob m