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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: scott_jiminez who wrote (847)7/23/2001 10:47:05 PM
From: Think4Yourself  Respond to of 95574
 
Does anyone know if the book and bill numbers include semi consumables, such as photomasks? I assume they do not include the true consumables like chemicals.

Agree with posters who say the ratio itself is meaningless at the moment. Personally saw the numbers as a negative, and am wondering just how much backlog is left at some of the companies. Will we start hearing about layoffs next quarter?



To: scott_jiminez who wrote (847)7/24/2001 12:51:43 AM
From: Gottfried  Read Replies (2) | Respond to of 95574
 
Scott, I don't think so >the difference between April, May, and June are firmly within the noise of the data

Two new charts with comment:

Message 16117876

Backlog is much higher now Message 16118162

Gottfried