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Technology Stocks : Semi Equipment Analysis
SOXX 299.67+1.5%Nov 12 4:00 PM EST
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To: Return to Sender who wrote (1242)10/24/2001 12:54:39 PM
From: Donald Wennerstrom  Read Replies (2) of 95406
 
The following comment came out this morning. It should help to put a "floor" under the semi-equips from this point forward.

<07:44 ET Semi Equip Book/Bill : Merrill Lynch notes that despite increase in book/bill ratio to 0.65 in Sep from 0.63 in Aug, bookings took another leg down to their lowest point of the cycle, most likely reflecting order push-outs after Sep 11; Merrill believes orders have hit their trough, in which case semi equipment stocks might retest recent lows, but not move much below those levels.>
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