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To: lifeisgood who wrote (10971)	6/20/2001 9:05:11 PM
From: The Reaper	Respond to of 19633

Is book to bill tomorrow? This could be a very interesting end of the week if that number is where you think it maight be. kirby

To: lifeisgood who wrote (10971)	6/21/2001 9:03:57 AM
From: Tom Hua	Read Replies (1) \| Respond to of 19633

LIG, I expect b2b to be even higher than CIBC's 0.48, only because of small billings. I expect bookings to decline from last month. 08:56 ET Semi Equipment Bookings : CIBC World Markets expects May data for semiconductor bookings/billings to show the first expansion in the book-to-bill ration in 8 months; expects uptick from an unprecedented low of 0.42:1 in April to an estimated 0.48:1 to be driven by a faster pace of erosion in the billings denominator of the ratio; firm continues to expect a Q3 trough. Regards, Tom