Tech Watcher, Re: "Good point about the book to bill. SEMI just announced .74 recently for
industry-wide."
I don't know if someone else down the line here has pointed it out, but SEMI comes out with the semiconductor equipment manufacturers' book to bill ratio, not the semiconductor manifacturers' B to B. In fact, the latter doesn't exist anymore, or at least as it used to.
The semi equip B to B is way out of phase with the semi industry business, and, IMO can't be used to analyze the health of the LSI's, INTC's, etc., except in a very general sense.
Question about Symbios for anyone: if their results are not accretive to LSI's, say, in 1H99, or something, where do they go?
Tony
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