Zeev's Turnips Patch-No Politics (ZEEV)

[gottfried]

JMKel, re >trouble finding the semiconductor book to bill< The SIA [semichips.org] does not report btb to the public any more. All they report is 3 month average shipments.

To make things even more confusing, several advisor organizations report their own numbers.

I only follow the reports from...

SIA [www semi chip sales] at http://www.semichips.org/home.cfm
and chart them monthly... http://home.attbi.com/~gottfriedm/SEMIcharts/SEMIsemi.gif

SEMI [semi equipment data] at http://www.semi.org/
and I chart their btb/shipments/bookings... http://home.attbi.com/~gottfriedm/SEMIcharts/eqporders.gif

Gottfried