Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Gottfried who wrote (5721)	9/29/2002 7:35:03 PM
From: Donald Wennerstrom	Read Replies (4) of 95572

Gottfried, I never fully appreciated before, by looking at your chart, how closely semiconductor shipments correlate with semi-equip bookings. They appear to be very closely related over the full time period from Jan 95 until the present. Another one of your charts that shows it even clearer I believe is: home.attbi.com The high correlation implies that if semiconductor shipments continue to hold steady, or rise in the future, the semi-equip bookings will do the same. I haven't tried to find out what the present day predictions are for semiconductor shipments are for over the next few months, but if they stay up, or rise, semi-equip bookings should follow. Don

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