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To: Bill Harmond who wrote (3436)11/26/2000 1:14:14 AM
From: Mark Fowler  Respond to of 57684
 
but the market won't wait for the news. <<
Ok i agree -- Thanks



To: Bill Harmond who wrote (3436)11/26/2000 3:51:02 AM
From: Mark Fowler  Read Replies (1) | Respond to of 57684
 
You gave me some stats. on Semi's Book to Bill ratio , showing the ratio stabilized for the past two months; Semi's Book to bill ratio have been in decline from the previous months. A Look at this 5yr. chart of the Sox and Compx you will see the semi cycle.

clearstation.com



To: Bill Harmond who wrote (3436)11/27/2000 7:43:58 AM
From: re3  Read Replies (1) | Respond to of 57684
 
Message 14883948