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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: Ian@SI who wrote (4972)	8/21/2002 12:29:11 AM
From: Gottfried	Read Replies (1) of 95420

Ian, [txt added at bottom] >I'd really hate to see analysts subscribe to this service [monthly data]. They'd then call for 8 chip depressions annually rather than only 4 or 5.< LOL! That must be the reason SIA and SEMI average over 3 months. Seriously, there is too much of that '2 data point' analysis going on already without cutting the data even finer. [added] Maybe we should pay more attention to 'backlog change'. home.attbi.com For AMAT it's true backlog change, calculated from the company's numbers, Q2-Q1. For SEMI I just subtract billings from bookings each month. Gottfried

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