Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 173.61

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12:23 PM EST

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To: Sam who wrote (6102)	4/22/1999 2:07:00 AM
From: Mark Madden	Read Replies (1) of 9256

FWIW - The semiconductor book to bill ratio increased to 1.30 in March for the sixth straight monthly increase since September 98. The 1.30 ratio is the highest ratio since February 96. Here are the figures in $billion: ------Shipments-------Bookings-----Ratio Sep-----.84-------------.47---------.56 Oct-----.85-------------.64---------.73 Nov----.93-------------.78---------.84 Dec-----.92-------------.87---------.94 Jan------.87-------------.98--------1.10 Feb-----.82-------------.96--------1.17 Mar-----.87------------1.15--------1.30 The $1.15 billion "Bookings" was the highest since February of 1998. The all time high was 1.90 in November of 1997.

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