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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST
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To: Diamond Jim who wrote (76767)3/18/1999 9:46:00 PM
From: Mike Morley  Read Replies (1) of 186894
 
Critique of those numbers. . .

They have little to do with Intel. They are for the EQUIPMENT manufacturers that Intel et al. order Fab and Assembly/Test equipment from.

I believe you may be confusing this with old Semiconductor Book-to-bill that used to be followed and reported so closely. That number was discontinued, largely because it only reflected North American sales and bookings. That is only half the picture.

Since Intel is a 26+ billion dollar sales per year, they must be doing over 2 billion per month. 1.2 and 1.4 would be terrible.

Mike
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