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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 301.11+6.9%Jan 9 9:30 AM EST
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To: Gottfried who wrote (23449)9/10/2008 3:36:33 PM
From: Jacob Snyder  Read Replies (4) of 25522
 
Hi Gottfried. Great charts, as always. Question:

Historically, semi-equip sales and bookings were proportional to semi company sales. Any apparent deviation in that relationship, was short-term randomness, just "noise in the signal". Why, since early 2003, have semi sales risen to levels well above the 2000 peak, while semi-equip bookings are, today, a third of their 2000 peak? The short-term peaks and troughs for these two variables line up, but the chip sales peaks get steadily higher, while the equip peaks don't.
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