Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Zeev Hed who wrote (5703)	9/29/2002 12:34:06 AM
From: Pink Minion	Read Replies (1) of 95572

>> I don't have historical data on the semi-equip/chip shipments, in mid 2000 it got out of hand exceeding I believe 20% or so, and right now my guess is that it got out of hands on the down side, barely making the 6% to 7% level. What data are you looking at? 6% in not even close. From memory: 2000 semi sales were 215B and equipment 40B which is 18.5% 2001 sales were 139B and equipment 28B which is 20% - this is more 2002 semi sales look flat and doubt equipment to be 9B for your 6%.

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