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


To: Gottfried who wrote (50409)12/16/2010 10:28:40 PM
From: Ian@SI1 Recommendation  Read Replies (1) | Respond to of 95383
 
I`m getting too old. You responded in 30 minutes then it took me an hour to look at the chart. ;)

Great job. Appreciated as usual.



To: Gottfried who wrote (50409)12/18/2010 4:33:13 PM
From: Jacob Snyder1 Recommendation  Read Replies (1) | Respond to of 95383
 
Bookings peaked in July, and have declined each month since. It doesn't matter if the Fed does QE3, QE4, or QE5, and it doesn't matter what the analysts say: the stocks can't keep going up, if bookings keep declining.

My guess is, bookings decline in 2011, to about the 2005 trough numbers. I doubt we get as low as the 2001 or 2009 trough bookings.