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To: FJB who wrote (3658)11/22/1999 9:56:00 PM
From: orkrious  Read Replies (1) | Respond to of 5867
 
I think it's noteworthy that both the shipments and bookings are at new highs for this upturn, and the ratio is improving once again.

That was the first thing I noticed. It will be interesting to see if the semi equips can rally tomorrow off of this news, or if we will continue to tread water. My guess is the former.

Jay



To: FJB who wrote (3658)11/22/1999 10:16:00 PM
From: Carlson  Read Replies (1) | Respond to of 5867
 
This morning Merrill Lynch came out with estimate of 1.12, so this could potentially be viewed as dissapointing. It will be interesting to see how the market reacts on November 23.


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