Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 159.74

+1.0%

Dec 3 3:59 PM EST

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To: Sam Citron who wrote (2762)	10/17/1997 7:34:00 PM
From: Justa Werkenstiff	of 10921

Gottfried - You beat me to the punch! I have to spend more time looking at SI threads <g>. Well, I at least hope that the following has not been posted. Perhaps they will help Sam and others with their breakdown analysis of the SEMI BTB. I don't have any numbers that go back any further at this writing. Monthly (3 month) Semiconductor Equipment Book-to-Bill Figures: Front-End Test Assembly Total JAN-96 1.32 1.16 1.07 1.28 FEB 1.43 1.18 1.07 1.36 MAR 1.24 0.95 0.75 1.15 APR 1.10 0.76 0.59 1.00 MAY 0.92 0.75 0.52 0.87 JUN 0.91 0.71 0.78 0.87 JUL 0.77 0.70 0.78 0.76 AUG 0.72 0.62 0.86 0.71 SEP 0.69 0.64 1.05 0.70 OCT 0.76 0.76 1.07 0.78 NOV 0.86 0.99 1.15 0.90 DEC 0.94 1.34 1.21 1.01 JAN-97 1.00 1.45 1.27 1.08 FEB 0.97 1.53 1.27 1.07 MAR 1.10 1.42 1.17 1.15 APR 1.03 1.56 1.03 1.10 MAY 1.06 1.37 0.90 1.09 JUN 1.03 1.31 1.02 1.07 JUL 1.11 1.22 1.00 1.12 AUG 1.08 1.14 1.09 1.09 SEP 1.02 1.29 1.04 1.07

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