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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: SpecialK who wrote (145)	11/28/2000 8:28:09 PM
From: Donald Wennerstrom	Respond to of 95855

SK, Someone, on one of the threads that I can't find now, made some comments on the further breakdown of the 1.17 BtB ratio. Basically though, as I recall, the BtB of the "front end" companies was higher than 1.17 while the "back end" companies were quite a bit less. I would think that CMOS would compare favorably here since had a BtB of slightly more than 1 when their "peers" were quite a bit less. IMO the earnings results were very good, but as usual with so many companies reporting good results during the last few months, CMOS may get "killed" tomorrow for no good reason other than they are "alive". The CMOS thread has recently posted some good comments on CMOS "action" during the past couple of days. Don W.