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Technology Stocks : Cymer (CYMI)
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To: Yakov Lurye who wrote (17625)5/20/1998 11:32:00 AM
From: Katherine Derbyshire  Read Replies (1) of 25960
 
The definitive source for book to bill information is semi.org, since it's their data. They don't present it in a very accessible manner, though.

During the last cycle, I think the equipment book to bill lagged the chip market by about 1 quarter. That is, I think it turned down later and recovered later. I also think sector stock prices recovered before the book to bill did. Unfortunately, I can't remember where I saw the graphs illustrating these relationships.

Katherine
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