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Re: gottfried post# 247892

Thursday, 05/20/2004 9:56:36 PM

Thursday, May 20, 2004 9:56:36 PM

Post# of 704041
Well now that's interesting. The uptick in book-to-bill could mean the cycle in semi hasn't peaked yet like I and many others have thought. If I read the chart right, a downtick next month means the cycle did peak. If it upticks, I'd have to go bullish and be on the look out for a big squeeze. Maybe.

ST: hibernating till Sept
IT: hibernating till Sept
LT: Bearish
It's over, yhoo said so.

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