Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 288.52

-0.3%

Nov 14 4:00 PM EST

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To: LTK007 who wrote (1440)	12/20/2001 6:20:15 PM
From: James Calladine	of 95420

btb(from Briefing) <<<18:15 ET Semi Equip Book/Bill : The Semi Equipment and Materials Intl's semi equipment book/bill ratio rose to 0.73 in November from 0.72 in October, close to most market estimates. However, the actual level of bookings fell to $612.3 mln from $647.1 mln (shipments fell at a faster clip). This is a new low for the cycle and calls into question the assertion that the industry hit bottom in Q3.>>> Namaste! Jim

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