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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Joe Smith who wrote (54549)4/22/2002 6:14:23 PM
From: Steve Lee  Read Replies (2) of 99280
 
Don't forget it is a three month average. We are seeing December's bad numbers getting expelled from the b2b number.

Many techs that reported already said that things picked up at the beginning of the year but showed signs of dropping off towards the end of the quarter.

Would be really handy if SEMI released the monthly data but I think you have to pay some hefty research fees to get that info. Far cheaper to just listen to the reports and guidance of the companies that contribute to the SEMI report.
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