Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gottfried who wrote (28904)	2/27/2006 11:37:05 AM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95633

Gottfried, I know, I saw that as well. It sounds like a total disconnect from reality. We have had a long dry spell for Bookings - all of 2005 was at quite a low level. A good chart to show that situation is Bookings to chip equipment sales. us.f1.yahoofs.com This shows that Bookings for 2005 were about 30 percent lower than 2004, yet chip sales have been climbing steadily and are to continue climbing this year at a greater rate than in 05. Like you say - what planet are they on? The damage has been done, however, the general market is doing quite well today, but the semi, semi-equips are lagging. It is a recurring problem with the analyst houses that seems to have no solution. They say what they want to say, when they want to say it, to influence market sector direction, and even though their output is completely wrong, they face no consequences for their output. Don