Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 283.56

-1.7%

Nov 17 4:00 PM EST

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To: Donald Wennerstrom who wrote (1263)	11/7/2001 10:42:13 AM
From: Gottfried	Read Replies (1) of 95427

Don, another indicator is y-o-y chip sales in %. suite101.com Note how AMAT price ticks up shortly after yoy% bottoms. This cycle it has not bottomed yet. I believe professional analysts watch this. The chart goes to September 2001. Gottfried

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