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Politics : High Tolerance Plasticity

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To: Warpfactor who wrote (15316)	7/20/2002 2:27:17 PM
From: Gottfried	Read Replies (5) of 23153

Warp, SEMI equipment: you said >seen the Semiconductor Equipment Book-to-Bill lately?? Yet I keep reading here on SI from people that the B-to-B is a "fluke", and the billings will get canceled in a few months. They are willing to set aside hard numbers for a gut feeling.< Well said. A six month trend is not a fluke. [each month's number is a 3 month ma]. I updated 2 charts with yesterday's SEMI data. suite101.com The chart below shows ww chip sales as well suite101.com People can still argue about stock valuations, but not about the SEMI equipment trend. We may get a bookings plateau if history repeats [see first chart] and will then hear "the cycle has peaked, see?". Gottfried PS: Suite101 wants $60 for further privileges. I'll be looking for an alternate site for my charts, probably AT&T where I get some free storage because I'm an ISP customer.

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