Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: ChrisJP who wrote (96465)	7/20/2002 5:54:10 PM
From: XBrit	Read Replies (2) of 99280

The latest month's SEMI BtB shows a small improvement in a 3-month moving average. All that means is that the new June numbers were a little better than the March numbers, which dropped out of the average. There is very strong evidence from earnings reports/guidance, trade publications and other sources that the temporary order surge in 2Q has now burned out and business is turning back down. The BtB numbers are consistent with this, in that the 3-month trailing average is flattening out already.

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