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

To: Jay M. Harris who wrote (4152)	12/26/1997 6:13:00 AM
From: ForYourEyesOnly	Read Replies (1) \| Respond to of 10921

To those waiting to dive in: I revisited the BB ratio tonight. I noticed that AMAT bottomed in August '96 just as the BB ratio hit 0.71 in Aug. and bottomed at 0.70 in Sept. Right now the BB ratio is at 0.99 (Nov.). If the bearish scenario plays out like it did last time, the BB ratio should be quite a bit lower in 4 months or so, and the semi equipment stocks should be well south of where they are now. Anyone care to chart out the correlation between DRAM prices, the BB ratio, and the SOX? It would be a very valuable excercise for someone with access to the relevant information. Hint, hint, Jay! Happy holidays!! THC