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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

+1.0%

Nov 21 4:00 PM EST

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To: Donald Wennerstrom who wrote (1278)	11/20/2001 10:22:36 PM
From: Return to Sender	Read Replies (1) of 95456

6:19PM Semiconductor Equipment Book-to-Bill : North American-based manufacturers of semiconductor equipment posted $651.1 million in orders in October 2001 and a book-to-bill ratio of 0.71. This was slightly better than Briefing.com's consensus estimate of 0.68 (three analysts). The bookings figure is 5% above the revised September 2001 level of $619.2 million and 78% below the $2.99 billion in orders posted in October 2000. While the nominal level on orders remains low, the overall report was better than expected. Sequential order growth for the month at 5% exceeded each of our analysts' estimates, two of which were expecting a 7-8% contraction. finance.yahoo.com ADI and TQNT reported after the bell. Both are down. finance.yahoo.com A quick check of the after hour larger picture shows weakness throughout the semiconductors. finance.yahoo.com RtS

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