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Technology Stocks : Semi Equipment Analysis
SOXX 298.01-0.5%Dec 15 4:00 PM EST

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To: Gottfried who wrote (12919)1/5/2004 7:56:04 PM
From: Proud_Infidel  Read Replies (1) of 95580
 
G,

Fantastic charts!

On SEMIsemi.gif, the area of white under the WW sales line is amazing, and just goes to highlight what kind of gap has been created by cautious chip execs.

Also I must ask for the billingsratioSEMI.gif, are your numbers correct where the line plows down in such a way?

TIA as always. These are some of the most interesting charts I have ever seen.

Brian
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