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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?


To: Sam who wrote (5665)2/22/1999 9:25:00 PM
From: Gottfried  Read Replies (1) | Respond to of 9256
 
Sam, re forecasting: in the semiconductor equipment industry we
have monthly reports on book-to-bill ratio, shipments and orders
for the entire industry. [3-month averages].
I've plotted stock prices vs orders and see a rough correlation.
Message 7929586
At least that gives me something to go by.

In the DD industry there is no regular report, such as SEMI's.
Or can anyone suggest a way to track orders? I feel like
sailing without a compass, in the fog.

Gottfried