Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 342.47

+1.6%

Jan 16 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Return to Sender who wrote (2034)	2/19/2002 8:05:28 PM
From: Donald Wennerstrom	Read Replies (1) of 95737

It seems to me the BtB data fell somewhere in between the definition of "good or bad". The number shows a slight gain for the last few months - at least it is not going down. Bookings are up slightly, but not enough to really notice it or have an impact on increasing activity at the semi-equip companies. Next month, the last 2 months worth of data will be revised anyway to give slightly different answers on Bookings, Billings and BtB. Maybe next month the data will show a significant uptick? Today was very negative for the semiconductor area. Out of the group of 29 stocks, 28 were down - only UTEK was up by $0.07, or 0.46 percent. Overall, the group was down by 3.6 percent. All 16 stocks in the SOX were down - overall the decline was 3.55 percent. The NASDAQ was down 3 percent for the day. We need a better day tomorrow!<gg> Don

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next