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

To: Gottfried who wrote (5721)9/29/2002 7:35:03 PM
From: Donald Wennerstrom  Read Replies (4) | Respond to of 95530
 
Gottfried,

I never fully appreciated before, by looking at your chart, how closely semiconductor shipments correlate with semi-equip bookings. They appear to be very closely related over the full time period from Jan 95 until the present. Another one of your charts that shows it even clearer I believe is:

home.attbi.com

The high correlation implies that if semiconductor shipments continue to hold steady, or rise in the future, the semi-equip bookings will do the same. I haven't tried to find out what the present day predictions are for semiconductor shipments are for over the next few months, but if they stay up, or rise, semi-equip bookings should follow.

Don



To: Gottfried who wrote (5721)9/29/2002 9:49:04 PM
From: Pink Minion  Read Replies (1) | Respond to of 95530
 
The problem with that chart is comparing North American semi sales with NA equipment sales. I think comparing world wide would be more accurate.


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