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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%Dec 9 4:00 PM EST
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To: The Ox who wrote (7003)11/21/2002 6:54:02 PM
From: Alastair McIntosh  Read Replies (3) of 95541
 
18:02 ET Semi book to bill falls to 0.73
Semi equipment industry book-to-bill ratio fell to 0.73 in Oct from 0.84 in Sept; SSB est for Oct is 0.84, so this report appears to be worse than expected. Bookings fell/rose to $766 mln from revised $832 mln in Sept (these are rolling 3-month avgs)

EDIT: I assume this is very bullish as things can't get worse can they?
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