Semi Equipment-Sell when they're singing in the streets Message Board

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Technology Stocks : Semi Equipment-Sell when they're singing in the streets

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To: KevRupert who wrote (145)	5/29/2000 4:58:00 PM
From: Pink Minion	Read Replies (3) of 276

The book-to-bill ratio, (1.42), will ultimately tell us if there is a slowdown. Having that high of book-to-bill is not healthy. It means the customers aren't getting their products fast enough. This starts with the semi's. The component companies MUST have their chips to make their products. So they "double order" to make sure they are in line. This "double booking" throws the predictions for demand out of whack, causing them to overbuild. When supply reaches demand, these "bookings" get cancelled. When things get really bad, there's evidence of "triple bookings". MH

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