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Politics : High Tolerance Plasticity
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To: kollmhn who wrote (119)2/22/2001 5:06:04 PM
From: cnyndwllr  Read Replies (1) of 23153
 
kollmhn RE: <<Jan. orders for semi conductors were 19% less than shipments. Book-to-Bill is now .81.>>

Which leads me to ask, why haven't the chip equip co's gone south over the last few sessions when all other tech is dropping? Look at amat, nvls, lrcx, brks and others. I know that they are great co's and that intl said it wasn't cutting cap ex, but this seems strange to me. Ed
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