Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 159.33

-1.8%

Nov 7 9:30 AM EST

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To: Kirk © who wrote (8238)	2/16/2000 2:59:00 PM
From: Gottfried	Read Replies (1) of 10921

Kirk and all, a new chart showing the ratio of SEMI equipment orders vs reported SIA semiconductor shipments. SIA shipments and SEMI orders track. geocities.com While SIA shipments increased about 50% from the bottom to Dec '99, SEMI orders tripled. geocities.com In other words: in good times about 15% of semiconductor revenues are spent on equipment, in bad times as little as 5%. [I'm aware that SEMI is not the entire universe of equipment vendors. Not sure about SIA] Gottfried

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