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

To: Mason Barge who wrote (6256)	7/11/1998 10:42:00 AM
From: Joseph Beltran	Respond to of 10921

One of the more insightful articles I've come across dealing with the s.k. situation: afr.com.au

To: Mason Barge who wrote (6256)	7/11/1998 11:21:00 AM
From: Math Junkie	Respond to of 10921

Yeah, looks like the blood is really starting to flow, now.

To: Mason Barge who wrote (6256)	7/12/1998 10:18:00 AM
From: Zeev Hed	Read Replies (2) \| Respond to of 10921

Mason, actually the 70% BTB is quite bullish, I do not remember this ratio going much lower than 70%, that means that blood is not only running in the street, it is up to the knees. Typically, the bottom in SEMI equip. coincides with the bottom in the BTB, and unless we expect the BTB to go much lower than 70%, this might actually be a silver lining. I still remember that my notion to wait until the BTB ratio get smuck under 80% for buying the group was thought as poleeanic (VBG). Zeev