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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (2984)5/2/2002 5:08:10 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95466
 
Gottfried, The correlation between Semi Equipment Bookings and Semiconductor Worldwide Shipments is amazing. It has really stayed the course over many, many years.

Both of those entities are on the upswing now. This last bottom has been very long compared to the last 2 bottoms, but the uptrend now seems to be accelerating.

Don