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


To: Sam Citron who wrote (7462)10/8/2003 9:51:37 PM
From: Gottfried  Read Replies (1) | Respond to of 25522
 
Sam, I used equip bookings and not all bookings survive to become billings. Also, I simply use the monthly data reported by SEMI and SIA. Others report this relationship differently. You can also look at this ratio [equip billings vs chip sales] home.comcast.net

This ratio peaked near 15% in two prior cycles and is now at an eight year low.

eqip bookings vs chip sales home.comcast.net

Gottfried