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Technology Stocks : Semi Equipment Analysis
SOXX 343.07-0.5%Jan 26 4:00 PM EST
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To: Gottfried who wrote (475)4/26/2001 3:22:38 PM
From: Ian@SI  Read Replies (1) of 95765
 
G.,

If one looks closely at the backlog build / burn table published by DW last night, the previous burn cycles had 3 and 4 months of decreasing backlog burnoffs prior to starting another build cycle (btb > 1).

In the current burn cycle, each month has seen an increasing rate of backlog burnoff. Is there something specific that makes you believe that we'll see btb > 1 within 2 months?

Ian.
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