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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (2844)	2/22/2015 10:26:28 AM
From: Kirk ©	Read Replies (1) \| Respond to of 26782

Thanks! I'm trying to figure out what the chart is telling me other than the ratio was around 10% in 2000 and is about 5% now. Qs: Will it take a jump when Tokyo Electron sales are considered Eteris/AMAT sales when they merge? If you do a 12-month moving average, does that smooth it out to give more info? Is the huge divergence since 2011 permanent or is it telling us something about the future? Perhaps it is telling us why the customers are so profitable and will remain profitable until someone decides to overspend and cause another costly glut.