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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: 16yearcycle who wrote (7731)6/22/2001 5:54:16 AM
From: Mark Fowler  Read Replies (1) | Respond to of 57684
 
Semi Equip Book/Bill : North American-based manufacturers of
semiconductor equipment posted a book-to-bill ratio of 0.46 in May
2001, below a 0.54 mean of three estimates. This represented a
slight improvment from 0.44 in April (revised from 0.42). The CEO of
SEMI (which collects the data) noted that while the book/bill rose,
both orders and shipments fell again, and he says that
sustained year/year improvement is probably 3-4 quarters away.
<,

Staying at the top of the food chain Nvls!



To: 16yearcycle who wrote (7731)6/22/2001 1:20:50 PM
From: Tom Kearney  Read Replies (1) | Respond to of 57684
 
The response to MANU's report today, just verifies that for me, in this market, a long term hold w/ a basket of techs is the only approach. I just don't have a trader's persona. These companies are gonna be great 5 years down the road (75% growth in sales since last year for MANU, no?), tho it will clearly be a bumpy road.


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