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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Xpiderman who wrote (32168)8/20/1999 9:41:00 AM
From: Proud_Infidel  Respond to of 70976
 
Xy,

Where did you get the BTB #? It's not in the SEMI Press Room:

semi.org

BK



To: Xpiderman who wrote (32168)8/20/1999 9:58:00 AM
From: Katherine Derbyshire  Respond to of 70976
 
Book-to-bill is always highest at the very beginning of a cycle. Partly because shipments (old orders) are very low, partly because it takes time to ramp back up to full production. If the B2B *hadn't* slowed from the 1.24 pace of May, I'd be worried. 1.11 is much more sustainable.

As other people have pointed out, firming prices for DRAMs and rising prices for foundry capacity both indicate a healthy environment for equipment purchases.

Katherine


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