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Politics : Formerly About Applied Materials
AMAT 249.89+3.1%3:59 PM EST

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To: Kirk © who wrote (38017)10/10/2000 11:50:36 AM
From: Gottfried  Read Replies (1) of 70976
 
Kirk, updated SEMI equipment charts...

October 10.2000
the charts have been updated with the latest
SEMI ship/orders/btb data for August 2000.

ww semiconductor shipments vs SEMI orders
geocities.com

SEMI orders/shipments/btb
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[comment: compare to year ago]

monthly ratio of SEMI orders to ww semiconductor shipments
geocities.com

monthly difference between SEMI orders and shipments
geocities.com
comment: this chart also show AMAT price through Sept
and AMAT backlog as reported in their 10Q

NOT updated – later. 
selected semi equipment stock prices vs SEMI orders
geocities.com
geocities.com
geocities.com
geocities.com

You can also go through Kirk's site for links.
pw2.netcom.com
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