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

To: Cary Salsberg who wrote (4966)8/20/2002 11:54:58 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95422
 
Cary, For a quick answer to your question - I have not found a way to get that individual monthly information from SEMI. That doesn't mean it is not be available - it just might take a little more digging. I will keep looking to see if the data can be found.

Don



To: Cary Salsberg who wrote (4966)8/21/2002 12:15:32 AM
From: Ian@SI  Read Replies (1) | Respond to of 95422
 
Monthly numbers are available from VLSI Research.

For a price.

They're not that easy to interpret on a point basis as most quarters look like a hockey stick: first two months low followed by a sharp rise in the final month of the Q.

I'd really hate to see analysts subscribe to this service. They'd than call for 8 chip depressions annually rather than only 4 or 5.


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