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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: Gottfried who wrote (12919)1/5/2004 2:49:01 PM
From: robert b furman  Read Replies (1) of 95572
 
Hi G,

The ratio of equipment billings to semi sales sure leaves little doubt as to whu ASP's are improving.

With Christmas sales coming around to above expectations and a moderate PC boom kicking in there is little doubt that inventory (at a new low sales ratio and have declined in the last 34 out of 35 months)rebuilding will be met with firming prices.

That ratio appears to be a multi year low - just curious is it an all time low?

As always thank you for sharing your work.

Bob
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