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

To: Jerome who wrote (7815)	5/25/1999 9:10:00 AM
From: Sam	Respond to of 10921

<<Maybee I'm dense (ex-wife has suggested as much) Good Luck, Jerome>> LOL! Always. Doesn't have to be "ex". We're all from Mars. They're from.... Who knows? s.

To: Jerome who wrote (7815)	5/25/1999 9:12:00 AM
From: Ian@SI	Respond to of 10921

Jerome, KLIC is backend, a minimal component of the total orders. If you want to see the correlation using KLIC, then you need to plot price vs the back end orders. With the numbers that you're using, AMAT might show the best correlation even though you have the total; and it's a 3 month rolling average; and it's seasonally adjusted; ... i.e. - the information just isn't readily available to do the job, though I completely agree with your hypothesis. Ian.