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

To: Jacob Snyder who wrote (50439)	12/18/2010 5:46:34 PM
From: Gottfried	2 Recommendations Respond to of 95383

Jacob, it's more complicated than that >the stocks can't keep going up, if bookings keep declining< Back in early 2001 the stocks [AMAT chart below as a proxy] started going up - probably in anticipation of a bookings V. The V became a U and price fell again and made a new low. Price may be going up now in anticipation - again. In 2006 there was no price response to a new bookings peak. It's good to know what bookings are doing but it's not a reliable predictor of stock price. A chart of AMAT with SEMI bookings: