Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 283.58

+0.3%

Nov 25 4:00 PM EST

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To: Gottfried who wrote (6254)	10/17/2002 9:36:28 PM
From: Return to Sender	Read Replies (5) of 95471

Gottfried, about the btb number? Was anyone else shocked that it was so low? Here is briefing.com's last comment: Semi equip stocks holding up. Semi equip names have actually extended gains after hours despite weak book/bill number: AMAT +0.50, KLAC +0.44, NVLS +0.30. The book/bill fell to 0.84 in September on a 34% plunge in orders. Taking into account that this is a 3-month moving average, it strongly suggests that the plunge in orders actually began in August, and that the decline between July and September was probably on the order of 50%. Is it possible that the market is truly looking beyond these numbers and into a brighter future? Nutty Buddy.. Thanks for the tables. G, thanks for the bpNDX updates and for the charts that are sure to follow the btb numbers that came out tonight. RtS

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