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

To: Gottfried who wrote (76208)	7/6/2017 3:46:17 AM
From: Ian@SI	Read Replies (2) \| Respond to of 95598

G. It may be interesting to see the SOX added to your graph of Chip sales vs Equipment sales.. ... or an artificial index of Semi Equipment companies only. e.g. a one line total of AMAT, LRCX, ASML KLAC, KLIC, TER and any other key equipment companies in the SOX. This on the assumption that you already have the info and adding one more line to the graph is not a lot of work on your part. It would be nice to see if Sales graph predicts where Equipment index is going. Ian

To: Gottfried who wrote (76208)	7/29/2017 7:17:06 PM
From: Return to Sender	2 Recommendations Recommended By Gottfried The Ox Read Replies (1) \| Respond to of 95598

SOX Component Charts on 20 Year Daily Charts versus the VIX (Volatility Index) and some other indicators. Some of the annotations need updating. We are actually in the second longest bull market. When will we see the next 20% drop in the S&P 500? Maybe not until the yield curve inverts first. I think I have the right additions and deletions here. The long term view versus the volatility index, market breadth indicators and some commodities etc should be useful to those willing to spend the time seeing the relationships. Some are direct, some are inverse and often the actual relationships are seen only because of divergences. The weightings on the SOX components can be found here: indexes.nasdaqomx.com RtS