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Technology Stocks : Semi Equipment Analysis
SOXX 281.61+1.7%Nov 19 4:00 PM EST
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To: Donald Wennerstrom who wrote (46549)1/23/2010 12:11:19 PM
From: Runomo™1 Recommendation  Read Replies (1) of 95445
 
Thanks for including the historical bookings and billings inflation adjusted numbers. It goes to show the enormity of the grounds lost in the semi space since peak performance in the year 2000 ( last year's bookings were less than 15% of 2000 IA).
Are these permanent grounds lost? or a comeback with huge potential in the making? that's the interesting question to think about for a semi investor at this point in time.
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