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

To: Gottfried who wrote (29809)	4/3/2006 1:52:18 PM
From: Donald Wennerstrom	Respond to of 95697

I'm not sure what to make of that divergence, if anything. The disparity between chip sales and semi-equip Bookings has been increasing for a long time, and now for a few months they have decided to come back together a little. The chip sales "falloff" pretty much matches the previous years, and should turn around this month or next. Overall chip sales are said to on track for increased sales this year compared to last year. If so, that should be good news for the semi-equip area. Don