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Strategies & Market Trends : Waiting for the big Kahuna

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To: James F. Hopkins who wrote (21351)	7/7/1998 7:02:00 PM
From: Mike M2	Read Replies (2) of 94695

Jim, only the semiconductor equipment guys give a book to bill number the semiconductor manufacturers now only give the global billings numbers. Book to bill can be misleading I always looked at the trend of bookings and billings.You can have a book to bill of one but have a decline in both bookings and billings. The Taiwanese are one of the few SEA without crushing debt and they are ordering equipment but based upon what I have read I don't see a bottom only wishful thinking. Mike .

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