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

To: rsie who wrote (7419)12/14/1998 1:10:00 PM
From: brent gephart  Read Replies (1) | Respond to of 10921
 
I am buying into these rallies in the technology industry because of the improving capital equipment book to bill. When the book to bill starts to weaken again I will be getting out of these positions. That is my thoughts on an exit strategy for the technology stocks at this point.

Brent



To: rsie who wrote (7419)12/14/1998 2:53:00 PM
From: Gottfried  Read Replies (2) | Respond to of 10921
 
Richard, the following charts may help in finding an exit strategy.
semi-equip btb
geocities.com

orders/shipments/btb
geocities.com

AMAT price vs industry orders
geocities.com

Note that price hasn't followed orders for the last
few months. It has been driven by exuberance.

I update these monthly, usually around the 20th.

Gottfried


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