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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 154.74-2.2%Dec 1 3:59 PM EST
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To: Q. who wrote (2273)6/18/1997 5:53:00 PM
From: Paul V.   of 10921
 
To Threaders: From the Semi is the following Book to Bill statistics compared monthly
from 1991-5/97:

YEARS
MONTH 1991 1992 1993 1994 1995 1996 1997
JANUARY 11.23 1.09 1.12 1.17 1.32 1.28 1.11
FEBRUARY 1.12 1.20 1.15 1.13 1.41 1.36 1.04
MARCH 0.91 1.13 1.12 1.07 1.30 1.15 1.18
APRIL 0.92 1.02 1.18 1.05 1.23 1.00 1.10
MAY 0.93 0.93 1.20 1.02 1.11 0.87 1.09
JUNE 0.96 0.90 1.22 1.16 1.18 0.87 NA
JULY 0.93 0.92 1.19 1.20 1.08 0.76 NA
AUGUST 0.92 0.94 1.14 1.21 1.05 0.71 NA
SEPTEMBER 0.94 0.98 1.02 1.03 1.02 0.70 NA
OCTOBER 1.01 1.01 1.03 1.12 1.07 0.78 NA
NOVEMBER 0.96 1.03 1.05 1.19 1.06 0.9 NA
DECEMBER 0.98 1.08 1.19 1.29 1.15 1.02 NA

From looking at the above we can see that the SEMI'S appeared to have turned the corner in a positive fashion.

Sources:

www.semi.org/Editorial/0516_1.pr.html

www.semi.org/MktStat/histb2b.html
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