Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 150.32

+5.4%

Nov 24 3:59 PM EST

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To: Robert Douglas who wrote (10089)	1/25/2002 12:27:01 PM
From: Gottfried	of 10921

Robert, re semiconductor equipment sales as a proportion of total semiconductor sales We discussed this on the AMAT thread a few days ago and Katherine D. said it averages to about 11% [?]. I have a chart that shows a monthly ratio of SEMI orders / semiconductor sales. It serves to show the trend and averages a bit over 10% since Jan '95. The input data, while reported monthly, is 3 month ma. SEMI orders do take cancellations into account. suite101.com You can observe that when semiconductor sales are low, a smaller percentage is used for SEMI orders, increasing the negative impact on equipment makers. Katherine pointed out that SEMI order data excludes lithography because those companies don't reside in N.A. Gottfried

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