Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 48.76

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10:26 AM EST

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To: John F. Dowd who wrote (159321)	2/19/2002 7:56:52 PM
From: Paul Engel	Read Replies (1) of 186894

John - Re: "What do you guys make of the book to bill ratio numbers? Are things really improving? " The only Book-to-bill ratio that is published is the Semiconductor EQUIPMENT MAKERS Book to bill - AMAT, LAM, Novellus, K & S, Teradyne, etc. You need to be careful - equipment sales that were REALLY LOW a few months ago can give rise to a B2B of greater than 1 - even though overall sales are DOWN from a year or so ago - with just a sequential monthly uptick in sales. Paul

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