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Politics : Formerly About Applied Materials
AMAT 242.41+5.0%Nov 25 3:59 PM EST

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To: Gottfried who wrote (44447)3/23/2001 6:46:19 PM
From: Sam Citron  Read Replies (1) of 70976
 
Gottfried,

How time flies. It was over 4 years ago that SIA stopped reporting BTB. sanfrancisco.bcentral.com

Any opinion on Katherine Derbyshire's idea that chip ASP Y/Y % change is the key leading indicator of semi cap equipment sales? Do you have access to this data?

Message 15551444

Sam
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