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Politics : Formerly About Applied Materials

AMAT 259.15

+1.1%

Dec 22 3:59 PM EST

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To: Jacob Snyder who wrote (48267)	6/21/2001 10:07:38 AM
From: advocatedevil	Read Replies (1) of 70976

8:56AM Semi Equipment Bookings : CIBC World Markets expects May data for semiconductor bookings/billings to show the first expansion in the book-to-bill ration in 8 months; expects uptick from an unprecedented low of 0.42:1 in April to an estimated 0.48:1 to be driven by a faster pace of erosion in the billings denominator of the ratio; firm continues to expect a Q3 trough. (copied from "Return to Sender" post on the "Wennerstrom Semi Equipment Analysis" thread) AdvocateDevil

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