Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 301.15

-1.2%

Dec 31 4:00 PM EST

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To: cordob who wrote (2563)	4/1/2002 4:27:26 PM
From: Gottfried	Read Replies (1) of 95656

Cordob, yes - I'm aware of the difference between SEMI and SIA. I updated 3 charts with the latest SIA data... yoy monthly % change since 1990 [I think analysts watch this] suite101.com ratio or % of monthly SIA sales 'spent' on equipment orders. As SIA sales increase so does the % 'spent' on equipment. suite101.com SIA sales vs SEMI bookings suite101.com Gottfried

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