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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Math Junkie who wrote (44405)3/23/2001 12:23:18 PM
From: Sam Citron  Read Replies (1) | Respond to of 70976
 
Richard,

Yes. I realize that the data is not the most current. I only cited it to Katherine as a means of establishing the basis for her opinion that ASP leads chip equipment sales by one quarter. She indicated that it would be advisable to look at Y/Y % change or a moving average to smooth out the monthly noise factor.

I would like to propose a collaborative effort to gather, disseminate and analyze the latest data. Would you like to sign on?

Sam