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To: Kirk © who wrote (37010)	8/27/2000 8:22:37 PM
From: Gottfried	Read Replies (1) of 70976

Kirk, the charts have been updated with the latest SEMI numbers and stock prices. ww semiconductor shipments vs SEMI orders http://www.geocities.com/gottfried/SEMIsemi.gif selected semi equipment stock prices vs SEMI orders [prices are on a log scale now] http://www.geocities.com/gottfried/amat_prc.gif http://www.geocities.com/gottfried/klic_prc.gif http://www.geocities.com/gottfried/klac_prc.gif http://www.geocities.com/gottfried/cohu_prc.gif SEMI orders/shipments/btb http://www.geocities.com/gottfried/eqporders.gif monthly ratio of SEMI orders to ww semiconductor shipments http://www.geocities.com/gottfried/ratioSEMI.gif cumulative difference between SEMI orders and shipments starting Jan ’95. Caution: assumes no order was ever cancelled. [thanks for the idea, Kirk] http://www.geocities.com/gottfried/SEMIbacklog.gif SEMI btb from '95 to 2000 by year http://www.geocities.com/gottfried/SEMIbtb95_00.gif You can also go through Kirk's site for links. http://pw2.netcom.com/~kirk_69/SemiLinks.html Gottfried

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