Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 288.52

-0.3%

Nov 14 4:00 PM EST

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To: Gottfried who wrote (4169)	7/19/2002 5:55:25 PM
From: Donald Wennerstrom	Read Replies (1) of 95420

Gottfried, A small point, but in your reference: suite101.com the BtB tends to "flatten out" more than the bookings I believe. The chart shows that bookings tend to rise to a point and then start downward. Then, of course, because the shipments start "catching up" with the bookings the BtB tends to a flatter response. Maybe as I am writing this note, the BtB is being released. I will have to keep an eye on it. Don

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