Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Cary Salsberg who wrote (10549)	7/11/2003 3:24:07 PM
From: The Ox	Read Replies (2) of 95487

Worldwide semi billings increased from 3.8 billion in 1990 to 18.6 billion in Oct 2000 or an increase of 390% from 1990. (note: During that same time, the America's portion of billings increased from 30% of the total to just under 32%.) The drop from 2000 to the lows seen in Jan 2002 reduced billings by 46%. Since the billings bottom, we have seen an increase in billings of 25% off the bottom. I'm not sure how much analysis is necessary by simply looking at the numbers?

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