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


To: Alastair McIntosh who wrote (17565)8/3/2004 11:50:33 AM
From: Donald Wennerstrom  Respond to of 95658
 
Your argument may prove to be true for the future, but in looking at Gottfried's chart, it has not happened in the past.

home.comcast.net

There has been a good correlation in the past - rising chip sales means rising semi-equip bookings, and vice versa. IMO that makes sense.

Don