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Technology Stocks : Semi Equipment Analysis
SOXX 268.10-4.8%Nov 20 4:00 PM EST

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To: Return to Sender who wrote (1270)11/20/2001 4:59:06 PM
From: Donald Wennerstrom  Read Replies (1) of 95450
 
RtS, The BtB number is out - looks pretty good, at least better than I thought it might.

semi.org!OpenDocument

The best thing about the number IMO is the 5 percent increase in bookings for October compared to September. Bookings are up and shipments are down giving a BtB of 0.71.

By the way, another couple of days like today and the SOX will be at 450 or below.<gg>

Don
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