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To: Roads End who wrote (69429)	2/20/2001 6:54:15 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

<<manufacturers of semiconductor equipment report Feb book to bill .81 That is an 18% drop from January's .99>> HO HO HO! POS is TOAST! Of course it'll probably get spun something like "They're cutting costs by buying less equipment, therefore they must be BOUGHT!" <NG>

To: Roads End who wrote (69429)	2/20/2001 8:47:37 PM
From: XBrit	Read Replies (1) \| Respond to of 436258

<<manufacturers of semiconductor equipment report Feb book to bill 0.81. That is an 18% drop from January's .99>> And all of the change was from a drop in new orders (the "book" part). Shipping (the "bill" part) hardly changed. Remember that this number is a THREE-MONTH moving average. So October dropped out and January was added in. In other words, January was a total, unmitigated disaster.

To: Roads End who wrote (69429)	2/20/2001 9:07:49 PM
From: Earlie	Read Replies (4) \| Respond to of 436258

Riechers: Heh, heh, heh,.......I am still humping AMAT (slightly under water , but blowing ballast faster than a surfacing U.S. sub). (g) I am slowly but surely adding to core positions and this little tulip bulb is one of the best. I will add on any strength. I blew out most of my trading stuff today, as a rally is likely and the Fed must be having midnight meetings. I'll re-establish if they do pump the limp balloon up a bit. Nasty down days like Friday and today are wonderful opportunities for bears who are not greedy. (g) Best, Earlie