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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (7583)	1/18/1999 11:34:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 10921

I did follow the chain back. Your original post, post #7537, was a (SIA) SEMICONDUCTOR sales report. It read, in part: WORLD CHIP SALES SURGED 5 PERCENT, OR $528 MILLION, IN NOVEMBER; HIGHEST TOTAL SINCE DECEMBER 1997 SAN JOSE --- World semiconductor sales jumped to $11.38 billion in November, the highest mark since December 1997, the Semiconductor Industry Association (SIA) reported today. A rally in the Japanese and Asia-Pacific markets led total sales to a 5-percent increase from October. Post #7538 discussed the same numbers presented in post #7537. Your post #7539, however, discussed SEMI's methodology for calculating EQUIPMENT sales. That post read, in part: If you go to Semi's web site, you'll find a definition of the statistics and a description of the process used to collect them. Your post #7541 discussed SEMI's methodology in further detail. I wrote my note to point out that SEMI's methodology has very little to do with the SIA's statistics, and that mixing the two in one thread almost certainly explains the confusion on the part of other posters. All of this is fairly silly, though, since I actually agree with your conclusion: both chip and equipment sales seem to have begun an upward leg. Katherine