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Strategies & Market Trends : Steve's Channelling Thread
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To: Justa Werkenstiff who wrote (16358)5/22/2001 6:51:10 PM
From: Zeev Hed  Read Replies (2) of 30051
 
Worse than I thought, I was pretty sure that bookings would not drop under the $1 B mark, and deep inn my heart, I was looking for a turn of the BTB to about .66 or so, but .42? That is a full 40% decline in order rate, while shipments declined by 17%. I think that we are going to get hit hard on these numbers. Well, I have only CYMI and CCMP left from that group.

Zeev
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