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Strategies & Market Trends : Joe Stocks Trader Talk
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To: Dan Duchardt who wrote (316)2/21/2002 7:04:25 AM
From: Joe Stocks   of 787
 
SEMI- >>So are you saying the 50% increase is for a subset of that equipment, and is not in any way a measure of chip production?<<

That's my understanding. My understanding is that the division of the two is one makes items that go into making semi-equipment and the other makes the production equipment. I'm not sure of that though.

>>At least the last couple of months have shown a modest increase in orders.<<

I think that is what one of the articles was talking about. Indeed orders have been rising but the concern is at what degree are they rising. Orders increases have been fairly flat relative to past recoveries in the cycles. I think it was the AMAT conference call where they said they are still faced with many cancellations of orders. The last few months have had an incraese but still January bookings are below last August and October. Also, what really counts, "billings"-products that is actually being delivered, was the lowest last month of the last 6 months.

Joe
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