Semi Equipment Analysis Message Board

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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 (847)	7/23/2001 10:47:05 PM
From: Think4Yourself	of 95574

Does anyone know if the book and bill numbers include semi consumables, such as photomasks? I assume they do not include the true consumables like chemicals. Agree with posters who say the ratio itself is meaningless at the moment. Personally saw the numbers as a negative, and am wondering just how much backlog is left at some of the companies. Will we start hearing about layoffs next quarter?

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