FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Donald Wennerstrom who wrote (1729)	1/27/1998 11:16:00 AM
From: Joe Dancy	Read Replies (1) of 2754

Book to bill in December fell to 0.97 Don according to SEMI, but shipments and orders are still over 60% higher than year earlier levels. Business Week and Barron's both had some positive notes from value players on the equipment industry, although Business Week also had some guy saying to avoid the sector. Long term we will do OK, in fact real well, I'm still convinced. Here's a neat chart I made with the business software on my new Dell laptop, and my analysis of what is going on for what it is worth - members.aol.com - I'm like a kid with a new toy now -g- Best - Joe

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