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Technology Stocks : Semi Equipment Analysis
SOXX 342.47+1.6%Jan 16 4:00 PM EST

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To: Gottfried who wrote (29167)3/9/2006 12:03:39 PM
From: etchmeister  Read Replies (1) of 95738
 
We must always reevaluate - to me global IC sales are a metric to "calibrate" outlook
You correct about 2001; what even more "strange" that chipsales continued to drop IOW "leading indicator" for capex dropped.
Your links continue to work; sometimes I have to try twice (server error message) but so far so good
us.f1.yahoofs.com
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