Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.00

-3.4%

3:58 PM EST

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To: Paul V. who wrote (34395)	2/24/2000 7:07:00 AM
From: w0z	Read Replies (1) of 70976

Gottfried, how about a chart plotting book-to-bill versus the semiconductor index (SOX)? Don't know if the SOX data is available back that far but would be interesting to see if we can draw some correlation. If SOX data is not available, how about averaging your usual companies (AMAT, COHU, KLIC, etc) as a quasi-SOX index?

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