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


To: robert b furman who wrote (5772)10/1/2002 11:39:18 AM
From: Gottfried  Read Replies (1) | Respond to of 95738
 
Bob, The new August SIA data was added to these 3 charts...
home.attbi.com
notice how the ratio drop looks similar to 1999

home.attbi.com

home.attbi.com
SIA says "chip sales in August were up 14% from August of 2001, the first double-digit increase from the industry's cyclical low in 2001."

Data source semichips.org

Gottfried



To: robert b furman who wrote (5772)10/1/2002 12:47:52 PM
From: Donald Wennerstrom  Read Replies (3) | Respond to of 95738
 
Bob, I heard a good quote on TV yesterday that I think fits the present "market" psychology quite well.

"Bad news is being embraced, good news is being discounted".

The positive news from SIA has very little or no impact on the market at all today from what I can observe.

Don