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 148.32

-3.3%

Nov 14 9:30 AM EST

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To: Fortinwit who wrote (5468)	5/18/1998 11:27:00 PM
From: shane forbes	Read Replies (2) of 10921

BTB out (sorry if this has already been posted) - pretty decent (i.e, the cliff may be plateuing!) all things considered: ---- North Amer Chip Equip Indus April Book-To-Bill Ratio 0.79 Dow Jones Newswires MOUNTAIN VIEW, Calif. -- The North American semiconductor-equipment industry posted a book-to-bill ratio of 0.79 for April. A book-to-bill ratio of 0.79 means $79 in orders were received for each $100 worth products shipped. Three-month average shipments in April rose 1% to $1.4 billion from March and rose 23% from year-ago April levels. Three-month average bookings fell 2.5% to $1.1 billion last month and dropped 13% from April 1997. "This month's results suggest that the bottom may be close," said Dick Greene, principal analyst for the Semiconductor Equipment and Materials International trade group. "The decelerating month over month decline in orders and modest increase in shipments point to a leveling off of the current cycle." ---- Shane (interesting take... Is Dick too optimistic, or right on... smaller caps have been hit...)

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