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Strategies & Market Trends : The Thread

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To: BarbaraT who wrote (7411)	7/20/2000 4:01:47 PM
From: kathyh	Read Replies (1) of 49816

hi barb...amat, this might be the culprit... fred posted earlier... kathy :) To: stan s. who started this subject From: Frederick Langford Thursday, July 20, 2000 3:42 PM ET Reply # of 7411 ALERT 14:06 ET Book-To-Bill : DLJ sees US semiconductor equipment book-to-bill declining from 1.30 in May to 1.26 in June when number is released late tonight. Firm believes that the equipment stocks have already discounted slower bookings growth and looks for multiples in the sector to expand over the next 2-3 months. Favorite stocks are CMOS, TER, AMAT and LRCX..

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