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Technology Stocks : Intel Corporation (INTC)
INTC 50.22-0.7%Feb 9 3:59 PM EST
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To: Road Walker who wrote (4617)10/28/1996 11:49:00 AM
From: Xpiderman   of 186894
 
John,

With the recent softness of DRAM price, I don't think the October's B-to-B ration for the whole semiconductor industry will be much higher than those in September.

The September's B-to-B ratio was highly contributed by DRAM price bleb last months, and the real unite numbers of both booking and billing were actually lower than those a year ago.

We will see a good B-to-B number(say >1.0) only if the October's booking number increase more than 20% than those in September.

INTC certainly has its strong influence to the industry B-to-B, but how much?

Any input is welcome.

Thanks

Xy
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