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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (8255)2/17/2000 8:56:00 PM
From: Ian@SI  Respond to of 10921
 
G.,

No, I haven't gathered the data yet. I've spent most of my effort on the equipment sector instead.

However, a good proxy may well be taking the budgets for the top 5 or 10 chipmakers and tracking that. I'm unaware of a timely source of the information other than listening to their earnings conference calls.

Ian.