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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (5938)	4/18/2003 1:20:28 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 25522

Thanks G. I have a request (actually two <g>). It is a bit hard for me to compare this chart with sox side-by-side. Is it possible to have a chart that superimposes a log-scale chart of sox with this? Also, do you think it may be better to use the SEMI billings ratio to SIA shipments? I seem to remember some guidelines as to what are good ranges to be in this industry based on what ratio of chip revenue is used for equipment. I can't remember the details though and that is what I am trying to see in these charts. ST