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


To: Kirk © who wrote (2845)2/22/2015 1:08:24 PM
From: Gottfried  Read Replies (1) | Respond to of 26804
 
the ratio may tell us that the NA share of ww equipment sales has fallen or that a $ worth of chips is cheaper to make now. The SOX composition also has changed in the last 20 years. There are equipment and chip companies in it. Eye-balling the chart is probably the best 'analysis'