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.

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

To: Joe Dancy who wrote (7244)	11/3/1998 5:03:00 PM
From: Greg Jung	Read Replies (2) \| Respond to of 10921

This is such a silly article. Sales down what, 80% from previous year and so they interpret a 1% excess in aug/sep increment as a long-term "boom". Anybody who buys stock on that logic, deserves what they get. Where did they find the guy that wrote this, sleeping under a highway? I think maybe there is an oversupply of Peyote in Arizona this season ... Greg

To: Joe Dancy who wrote (7244)	11/3/1998 5:03:00 PM
From: sammaster	Read Replies (2) \| Respond to of 10921

when do turnarounds in the semi-equips begin in the past?(i mean price action not sales...etc) when book to bill moves up or above 1? when layoffs slowdown or at peak of layoffs? one would think with all the recent layoffs that the industry is still going downhill.... do stock prices usually base or does it spike like it has recently? seems like too many were quick to acknowledge a turnaround which is too optimistic....dont turnarounds occur at peak pesimism? which is after all optimists have sold? if things were looking better wouldnt the companies be slowing down their firings knowing that business was getting better soon? as soon as the semiequips tank again and the recent rash of firings and shutdowns slows down..i think i will buy... turnaround already factored in at these prices samir