Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 155.15

+2.1%

Nov 26 3:59 PM EST

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To: Cary Salsberg who started this subject	6/21/2001 6:47:11 PM
From: James Calladine	of 10921

SEMI EQUIP BOOK/BILL---NOT TOO GREAT! (from Briefing) <<<Semi Equip Book/Bill : Perhaps the most vivid depiction of the semi equipment sector's woes can be seen in this string of orders numbers: Dec $2.37B, Jan $1.85B, Feb $1.61B, Mar $1.20B, Apr $723, May $704M. That's a 70% decline in just five months, and as of May, orders were still falling. Semi Equip Stocks : Seeing a slight negative reaction to the weak book/bill number, but volume is very light (changes vs close): AMAT -0.3, NVLS -0.5. Semi Equip Book/Bill : North American-based manufacturers of semiconductor equipment posted a book-to-bill ratio of 0.46 in May 2001, below a 0.54 mean of three estimates. This represented a slight improvment from 0.44 in April (revised from 0.42). The CEO of SEMI (which collects the data) noted that while the book/bill rose, both orders and shipments fell again, and he says that sustained year/year improvement is probably 3-4 quarters away. >>> Namaste! Jim

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