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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (139978)	7/24/2001 12:24:03 PM
From: Proud_Infidel	Respond to of 186894

Tony, I believe you are right, although I also believe that the elimination of the semi BTB, a forward-looking number, has done nothing but hurt visibility and therefore volatility and therefore is not in anyones best interest IMHO. Brian

To: Tony Viola who wrote (139978)	7/26/2001 10:06:00 AM
From: 2maclean	Respond to of 186894

Tony, Up to 1996, the SIA reported order and shipment data submitted by virtually all meaningful semiconductor producers, based on the geographies of the final destinations of shipment. The stock market watched those numbers- especially the (sometimes inaccurate) "flash" report of North American activity- intensely. In early 1996, orders and the BB ratios collapsed- at which point many reporting producers decided that the BB ratio wasn't a very useful indicator of demand (it had been fine when it was well above 1.0). Up to that point, companies, when reporting earnings, would often comment on their own BB ratios, at least to the degree to which they exceeded/lagged that of the industry as a whole. Once SIA numbers ceased to exist, most of them stopped commenting on their own BB ratios. Ignorance, it seems, is bliss. Best, 2MacLean