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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: Boplicity who wrote (67604)	9/25/1998 5:11:00 PM
From: TigerPaw	Read Replies (2) of 176387

OT Semi in my mind a bottom in the semi-sector is at hand. I just had lunch with a friend who works for a semiconductor equipment manufacturer. He said the book-to-bill ratio is the worst ever and still dropping. They're not looking for a recovery for a year at least. (There may be action in buy outs of stressed but good companies in the meantime). TP

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