Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 281.61

+1.7%

Nov 19 4:00 PM EST

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To: Return to Sender who wrote (1270)	11/20/2001 1:11:25 PM
From: Donald Wennerstrom	Read Replies (1) of 95444

RtS, Yes - looking forward to the BtB numbers tonite. The bookings number component of the ratio should tell us a lot about the outlook going forward. With the SOX about 525 yesterday, you're looking for about a 15 percent pullback. As I am looking at the SOX performance today, it is down about 3.5 percent as I am writing this note - so substantial progress is being made towards meeting your number. All 16 stocks in the index are presently trading down. Don

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