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

To: Zeev Hed who wrote (7198)10/27/1998 6:43:00 PM
From: Ed Beers  Read Replies (2) | Respond to of 10921
 
Zeev, Given that the BTB is a ratio of predicted future shipments
compared to current shipments, any BTB below 1 is bad news and only
they most bullish could consider stabilizing at .57 a good thing.



To: Zeev Hed who wrote (7198)10/27/1998 7:04:00 PM
From: D. K. G.  Read Replies (2) | Respond to of 10921
 
Having listen to the DPMI and CYMI conf. calls and the less than optimistic(pessimisitc) outlooks given by both companies and seen the
resultant action the share price, it looks like we are closer to a bottom or at a bottom. It's that old saw - * when there is bad news out and the stocks stop falling * type of deal.

Some info on the latest B to B:

lehman.com


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