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

To: etchmeister who wrote (28047)	1/19/2006 10:07:04 PM
From: Gottfried	Read Replies (1) \| Respond to of 95616

etch, the raw SEMI data wps2a.semi.org btb chart home.comcast.net remember the backlog [that's where the extra billings come from] home.comcast.net SEMI backlog change is turquoise bars at bottom of chart.

To: etchmeister who wrote (28047)	1/20/2006 7:23:16 PM
From: sixty2nds	Read Replies (1) \| Respond to of 95616

07:36 DRAM makers anticipate contract prices up 2-3% in 2H of January - Digitimes Digitimes reports following the sequential contract price rise of an average of 5-6% in the first half of January, DRAM contract prices should enjoy a further increase of 2-3% in the second half of January, according to the Chinese-language Economic Daily News. Taiwan DRAM maker ProMOS Technologies is confident about the price rising and Nanaya Technology foresees DDR2 will be in shortage.