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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (6990)	11/20/2001 1:41:02 PM
From: Softechie	Respond to of 99280

Oct Book-to-Bill Preview : -- Before Open -- UBS Warburg, CSFB, and Salomon Smith Barney offer their takes on the Oct book-to-bill (B:B) data to be released after the close today. UBS Warburg expects B:B to range from 0.65-0.7 and adds that demand for cap equip is not improving. CSFB estimates a flat B:B in the 0.63-0.67 range and stresses their belief that underperformance [by the sector] is likely in 1H02; market performance likely in 2H02. Salomon Smith Barney looks for a 0.75 B:B with emphasis on better back-end numbers [moving up 3% to $95 mil] and moderately better front-end numbers [from $546 to $553 mil].