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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Jim Spitz who wrote (31747)	7/23/2001 3:28:27 PM
From: Softechie	Respond to of 37746

Semi Equip Book/Bill : Industry group SEMI's book/bill ratio for the semi equipment industry will be released after the close. After plunging for months, the index edged up to 0.46 in May from 0.44 in Apr. The mean estimate of 4 firms who provided numbers for June is 0.53. However, analysts are taking pains to point out that the increase might occur because shipments are falling faster than orders, and therefore suggest the focus should be the orders number; of 5 firms whose comments we reviewed, 3 expected a decline in orders vs May's $604 mln; 2 an increase, with Goldman Sachs the most optimistic at $700 mln.