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

To: Sarmad Y. Hermiz who wrote (5738)9/29/2002 9:53:28 PM
From: Gottfried  Respond to of 95531
 
Sarmad, re >Don't bookings come before shipments ?< Don was talking about chip shipments and equipment bookings - different industries. G. [end]



To: Sarmad Y. Hermiz who wrote (5738)9/29/2002 10:21:42 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95531
 
Doesn't that put the horse behind the cart ?

How about the horse in "front of the cart" or how about the cart in the "back of the horse"?<gg>. Seriously, I don't know the answer to your question for sure.

It seems to me however, that if semiconductor shipments do not go "into the tank"(and this is what the manufacturers buy to go into products - not semi equips) semi-equip bookings will hold up.

Don


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