Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.14

+0.4%

Dec 24 4:00 PM EST

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To: Return to Sender who wrote (2584)	4/2/2002 11:19:23 AM
From: cordob	Read Replies (1) of 95632

Hi RtS This writer clearly does not understand the figures. But so far all the chip industry has to offer are flat sales, driven in part by a 24% jump in January sales of DRAM chips. And if it weren't for the strength in this most basic of all memory-chip businesses, chip sales wouldn't have picked up at all 1) dram is only about 10% of all chips in revenue 2) the total numbers even though reported as "flat" are in fact "up" if you take into account the seasonal factor. see> boards.fool.com snip: dec01 11226 9661 +16% + 1.7% jan02 9014 10032 -10% +3.8% feb02 10100 10931 - 8% +9.0% The last column is the change in the trend after removing the seasonal factors (column 3) Cheers Cor

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