Intel Corporation (INTC) 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.

Technology Stocks : Intel Corporation (INTC)

INTC 45.51

+10.7%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (139985)	7/24/2001 1:35:46 PM
From: Ibexx	Read Replies (1) of 186894

Paul and Intel investors: Below is taken from From Morgan Stanley's comments this morning. Semiconductor Capital Equipment: June Semi Equip Book-to-Bill is 0.54 Jay Deahna/Steven Pelayo --The Jun book/bill was up yet again, confirming that Apr was the trough. The Jun book/bill was 0.54, up from the revised May book/bill of 0.48, and higher than our forecasted range of 0.48-0.52. Jun was the third month of Q/Q higher book/bills. --Signs of stabilization - total bookings flat. Total bookings for Jun remain in the $700MM range, essentially flat for the last 2 months. --Front-end bookings increased 1.6% Q/Q and front-end billings declined 11.7%, leading to a 0.56 front-end book/bill. Back-end bookings decreased 18.8% Q/Q and back-end billings declined 11.8%, leading to a 0.41 back-end book/bill. --We believe the book/bill bottomed in Apr. This supports our 'Book-to-Bill Angle Thesis' introduced last month. Ibexx

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next