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


To: Donald Wennerstrom who wrote (78843)2/2/2018 6:01:39 PM
From: Donald Wennerstrom2 Recommendations

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Sam

  Read Replies (1) | Respond to of 95479
 
This is a follow up to the last post showing the 13 week rolling quarter. This is a 10 week rolling quarter. Why you ask? Because on Monday morning 11/27/17 Morgan Stanley put out a "hit piece" on the semi sector. Here it is

cnbc.com

Little did we know the damage that would bring. The notice was 10 weeks ago. The table below has been shorted to show a 10 week rolling quarter since this output by Morgan Stanley. It was the "trigger" to bring down the semi sector.

Note there are no stocks with gains over 10% for the last 10 weeks. The major indices are still up slightly, but the semi indices are in the red. LRCX and MU are down over -17%. COHU and AMAT are down over -12%.