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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%Dec 9 4:00 PM EST

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To: StanX Long who wrote (9043)3/18/2003 6:26:17 PM
From: Return to Sender   of 95541
 
From Briefing.com: Semi Equipment book-to-bill rises to 0.99; bookings increase 6% Semi equipment industry book-to-bill ratio rises to 0.99 in Feb from 0.92 in Jan. Bookings rose to $782 mln from a revised $739 mln in Jan. The book-to-bill figure compares favorably to a Fulcrum est of 0.88.

Interesting to note that ORCL has fallen from a close at 12.25 to currently about 11.50 after hours.

More on ORCL guidance later.

RtS
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