SI
SI
discoversearch

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-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (3011)10/24/1997 11:25:00 AM
From: Ian@SI  Respond to of 10921
 
LRCX was 1.1,

CYMI was convoluted but for the last 6 months was 1.25.
I wouldn't rely on the CYMI ratio as an indicator; both underlying numbers are rising rapidly.

Ian.

P.S. I wouldn't rely on LRCX's ratio neither. I really prefer to look at magnitudes of both orders (backlog) as well as sales.

PPS. Maybe there really will be some blood in the streets. Time to get the pencils out. With a little luck, lightning will strike twice in this sector. :-)


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News