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Technology Stocks : Semi Equipment Analysis
SOXX 288.52-0.3%Nov 14 4:00 PM EST
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To: Cary Salsberg who wrote (4966)8/21/2002 12:15:32 AM
From: Ian@SI  Read Replies (1) of 95420
 
Monthly numbers are available from VLSI Research.

For a price.

They're not that easy to interpret on a point basis as most quarters look like a hockey stick: first two months low followed by a sharp rise in the final month of the Q.

I'd really hate to see analysts subscribe to this service. They'd than call for 8 chip depressions annually rather than only 4 or 5.
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