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To: marquis103 who wrote (3447)8/19/1999 10:04:00 PM
From: Gottfried  Respond to of 5482
 
Russ, Justa just posted the July data from SEMI. It was not
on the SEMI site yet.http://beta.siliconinvestor.com/stocktalk/readmsg.aspx?msgid=11012929

I think the Street won't like it, unless they already knew.
This data and more is sold for big bucks to institutions
and I would expect they get it sooner than we do.
I'll update my charts tonight and will comment when
I post the links here.

Gottfried
PS: maybe orders just go sideways for a few months
like in 1995, then rise again?



To: marquis103 who wrote (3447)8/20/1999 12:44:00 AM
From: Gottfried  Read Replies (1) | Respond to of 5482
 
Russ and all, newly updated SEMI and price charts...
beta.siliconinvestor.com

Maybe orders will repeat 1995?

Gottfried