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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 174.35

-0.4%

3:59 PM EST

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To: Caxton Rhodes who wrote (5691)	12/21/2000 11:47:19 AM
From: Caxton Rhodes	Read Replies (1) of 196830

From MSDW: Semiconductor Capital Equipment: Nov Book/bill Figures Released Jay Deahna/Steven Pelayo The Nov book/bill was 1.12, down from the revised Oct book/bill of 1.16, and higher than our forecasted 1.05 to 1.10 range. The decrease in billings resulted in a higher overall book/bill than we expected, and can be attributed to declines in capital spending caused by pushouts and cancellations. Like 2000, 2001 will likely be a tale of 2 halves. We expect semiconductor industry revenue growth to continue to decelerate through C1H01. Afterwards, we believe a multiyear expansion phase will likely begin. Risk-to-reward ratios look attractive. While fundamentals are currently very negative, we believe equipment stocks offer 5-to-1 or better reward-to-risk ratios on an 12-24 month basis.

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