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: Donald Wennerstrom who wrote (31542)	7/18/2006 12:54:48 PM
From: Return to Sender	Respond to of 95648

Another similarity between 1998 and now is that in each case we had at least a limited yield curve inversion. In 2000 and 2001 it was a much deeper inversion. Basically I see a pattern of yield curve inversions and rising volatility that should act as a warning to investors to be wary. The strength of orders (book to bill) this year as opposed to the flagging of orders in 1998 or the scraping along bottom of 2002 gives investors good reasons to see relatively good valuations in stocks this year but it does not assure that the market is not headed lower still before it bottoms. RtS