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To: milo_morai who wrote (44873)	6/21/2001 8:15:26 PM
From: ptanner	Read Replies (1) \| Respond to of 275872

Milo, Re: 45-60 days for nVidia mobos... Not quite soon enough for an early August build with my visiting half-brother. Darn, I guess we will have to go climb a mountain instead. <g> New BTB: "North American Semiconductor Equipment Industry Posts May 2001 Book-to-Bill Ratio of 0.46" semi.org!OpenDocument Quote: "While the book-to-bill ratio is slightly elevated from the prior month, both shipments and orders continued to decline," said Stanley T. Myers, president and CEO of SEMI. "It is likely that the prospects for sustained year-over-year improvements in monthly shipments are three to four quarters away. On a worldwide basis, we currently anticipate a 30 to 32 percent annual decline in the semiconductor equipment market in 2001. While this severe drop presents a painful environment for SEMI member companies, this would still result in the second best revenue year in the history of our industry." -PT