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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: Donald Wennerstrom who wrote (5735)9/29/2002 8:34:22 PM
From: Sarmad Y. Hermiz  Read Replies (2) of 95531
 
>> The high correlation implies that if semiconductor shipments continue to hold steady, or rise in the future, the semi-equip bookings will do the same.

Don,

Doesn't that put the horse behind the cart ? Don't bookings come before shipments ? So the correct way to use the correlation is that if bookings continue to drop, then shipments are sure to follow -- down ?

Sarmad
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