Replies to post #247892 on Zeev's Turnips Patch-No Politics (ZEEV)

[qwave]

What were expectations?

[SantaCruz]

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.

[langostino]

gottfried - great chart

any chance you could add the SOX to it? Would be interesting to see how those parameters correlate to SOX performance.