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Non-Tech : Kirk's Market Thoughts
COHR 178.34-10.2%Dec 12 9:30 AM EST
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To: Gottfried who wrote (2831)2/21/2015 10:56:20 AM
From: Kirk ©1 Recommendation  Read Replies (2) of 26769
 
Do you have the SOX values stored with your B2B numbers? I tried to make a Stockcharts.com chart to line up with your charts. It is difficult but I think it says chip makers are not overspending which is what leads to gluts and severe bear markets as they cut spending on chip gear during price wars.
Your BTB charts vs the SOX.

SEMI charts are at...
screencast.com

Lets see if I can align them here:

"Ratio of SEMI billings to SIA ww chip sales" vs $SOX



One is too wide and the other is too narrow, but I think we can see the correlation.
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