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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: The Ox who wrote (1128)3/7/2001 6:25:25 PM
From: Gottfried  Read Replies (1) | Respond to of 23153
 
Michael, mea culpa! To me 'semi' means the semi equipment stocks - but it shouldn't. There's a chart called semiSEMI.gif that shows 'ww semiconductor shipments' vs 'SEMI equipment orders'. It shows that ww semiconductor shipments have just begun to decline and by eye balling the chart you can see it should go much further.

Maybe I should chart some semiconductor makers vs ww semiconducor shipments, which I have for about 10 years. INTC and who else?

Gottfried
I'd rather do that chart than continue with my tax return. :)