Steve's Channelling Thread Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Steve's Channelling Thread

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (18522)	6/21/2001 7:59:20 PM
From: Alex MG	Read Replies (1) of 30051

Nothing good about that BTB report... 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. 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. MU had no good news either... severe pricing pressure, high inventory levels and no sign of a broad recovery on the horizon.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next