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Technology Stocks : Semi Equipment Analysis
SOXX 303.84+1.3%Dec 22 4:00 PM EST

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To: robert b furman who wrote (5772)10/1/2002 11:39:18 AM
From: Gottfried  Read Replies (1) of 95626
 
Bob, The new August SIA data was added to these 3 charts...
home.attbi.com
notice how the ratio drop looks similar to 1999

home.attbi.com

home.attbi.com
SIA says "chip sales in August were up 14% from August of 2001, the first double-digit increase from the industry's cyclical low in 2001."

Data source semichips.org

Gottfried
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