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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST

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To: scott_jiminez who wrote (2407)3/25/2002 9:12:56 AM
From: Ian@SI   of 95572
 
Back End billings continued its fall, to $126M contributing to the increased BtB ratio. Seems that you will get really excited if Billings fall to zero while one order comes in to yield an infinite BtB.

In any case, as long as Billings keep falling the bottom isn't in. Orders have been and remain spotty.

I do agree there will be a recovery. It's premature to believe that it's already started.
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