Hi Paul, Great idea.
I suppose by telephone companies you mean companies that employ electronics technology and deal with end users.
So why not put that category at the bottom base level, since that indicates greater number of units and greater number of dollars. ANd just for the sake of inclusivity, there should be automobile companies there and consumer electronics. Even though you may not want to buy their stocks, they are among the largest category of chip users. So knowing their state of health is an indicator of over-all chip demand.
At the same base level (1) would be computers like COMPAQ and software like msft. Since they sell to the public, and their demand is driven by the same factors as cars and vcr's
above would be (2) the networking hardware and software. your csco, lu, nt, .... the switch and router folks.
above would be (3) their suppliers like chip and fiber makers, including fabs. ANd also including Intel, AMD, Micron, Mot, TXN,.....
above would be (4) the tool makers, like amat, novellus, klac, ter, but also software like Cadence and Avanti!
That is my humble proposal. ANd I very much enjoy reading all the posts here.
Regards,
Sarmad |
