Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 343.07

-0.5%

4:00 PM EST

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To: Donald Wennerstrom who wrote (628)	5/23/2001 11:00:20 AM
From: SpecialK	Read Replies (1) of 95765

Think about all the shipments of equipment over the last year. These orders were placed with expectations of huge demand. The semi mfg cos that ordered this may wait some time before the equipment is utilized and more is required. Don, in your post showing the backlog reduction. The backlog never got so high in the last 5 years. Is it reasonable to think it could go to like 95-96 ( 17/ 27 * 8000) or a - 5000? How about like 97-98, when backlog went from 1100 to -3000, how about 8000 to -10000?

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