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Post# of 704044
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gottfried

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gottfried

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Re: Zeev Hed post# 324033

Thursday, 11/18/2004 8:42:30 AM

Thursday, November 18, 2004 8:42:30 AM

Post# of 704044
Zeev, I updated the semi equipment backlog change chart http://home.comcast.net/~gottfriedm/SEMIcharts/backlogchange.gif

SEMI billings are to Sep04, AMAT price to Oct04. If you stare at those long enough you see a correlation. Price leads.

Gottfried
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