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 233.32

+3.0%

10:40 AM EST

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To: TI2, TechInvestorToo who wrote (6286)	7/15/1998 12:08:00 PM
From: Mason Barge	Read Replies (1) of 10921

Book to bill will not be released this week! Reason given is that too many of the employees responsible for reporting the numbers to SEMI have been layed off!! Not really a good sign. Expected release for June is @ July 21. I have a feeling that it's going to be extremely ugly, and am lightening my load right now. Even if the raw BTB is not that bad (due to decreased revenues, i.e. smaller "billings"), the bookings are going to give analysts something to think about.

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