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

To: Return to Sender who wrote (12778)12/19/2003 9:04:22 AM
From: Gottfried  Read Replies (1) | Respond to of 95640
 
RtS, here's the key chart updated with Nov SEMI data home.comcast.net

Gottfried

PS: the briefing.com btb item looked like a rookie wrote it. He mentioned SEMI btb did not meet the estimate of ONE brokerage firm. First of all concentrating on btb instead of bookings and billings is wrong. Second, btb estimates are useless [besides - no consensus].



To: Return to Sender who wrote (12778)12/19/2003 9:28:30 AM
From: Proud_Infidel  Respond to of 95640
 
You can hear their blatant bias in their pieces ther write on the equipment stocks.


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