Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (29408)	3/16/2006 3:06:59 PM
From: Donald Wennerstrom	Read Replies (1) of 95622

I truly do not understand the SK comment of <<noting that the industry is adding capacity - but not as fast as it did last year.>> When you look at the numbers for last year, 2005, Message 22085454 both Bookings and Billings were down compared to 2004. How do you add capacity when Billings are constantly going down, and Billings were less at the end of 2005 than at the beginning of 2005? As I mentioned previously, SEMI is ready to give us another data point for Feb this afternoon at 3:00pm Pacific Time. Message 22176650 Note that the BtB has been less than 1.0 since Sept 2004, a period of 17 straight months - and that is adding capacity??? Don

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next