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Technology Stocks : Semi Equipment Analysis
SOXX 313.69+4.2%Jan 2 4:00 PM EST
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To: Gottfried who wrote (13373)2/16/2004 2:44:38 PM
From: The Ox  Read Replies (1) of 95663
 
Hi G,
I was wondering if you have a chart that matches up the AMAT price vs the actual SEMI billings (or bookings)? Not the BtB but the separate component that makes up the BtB. If so, I was wondering with the billings being substantially lighter during these past few months (up until Nov/Dec'03), can we see any correlation to the AMAT price and how it's reacted over the past couple of cycles? I was thinking that in real dollar terms, how does AMAT's price relate to the billings figures?

TIA.

m
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