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To: drsvelte who wrote (13653)7/20/2000 2:14:47 PM
From: drsvelte  Read Replies (1) | Respond to of 14427
 
14:06 ET Book-To-Bill : DLJ sees US semiconductor equipment book-to-bill declining from 1.30 in May to 1.26 in June when number is released tomorrow.. Firm believes that the equipment stocks have already discounted slower bookings growth and looks for multiples in the sector to expand over the next 2-3 months. Favorite stocks are CMOS, TER, AMAT and LRCX..