Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 285.23

-3.7%

Dec 17 4:00 PM EST

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To: Cary Salsberg who wrote (827)	7/22/2001 6:26:39 PM
From: Donald Wennerstrom	Read Replies (3) of 95601

Cary, OK, we shouldn't have long to wait to find out. I agree the BtB should be better than 0.5 at this point in time, but the amount of cancellations seemed to continue in the quarter - that is why I am guessing it will still be in the 0.4x range. Don

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