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.

Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Tom Murphy who wrote (14917)	10/29/1998 10:55:00 AM
From: Marconi	Respond to of 18691

Hello Mr. Murphy: Thank you for pointing out the record low book-to-bill ratios for the semi's and the consistent 3 year trend down! Without looking I was thinking they may have fallen to 0.7 or 0.8 at a low recently, not 0.57! There will be more Si real estate made at some point in the near future years. When the b-t-b bottoms and starts climbing for good reason, and a number of the semi equipment manufactures have moved, then looking for the unturned stones in earnest would make sense. I would not go short semi's at this point--partly I am too ignorant of the sector, and record low b-t-b is not the time, unless special situations arise. Best regards, m