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

To: baggo who wrote (1407)	12/14/2001 8:48:13 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95378

I'm not sure if Don has any hard data but I sure have noticed that some of the foundry stocks like TSM have turned positive on their Book-to-Bill. I think you have too. If anyone else is interested here are a some of the foundry stocks. AMKR CHRT STM TSEM TSM UMC finance.yahoo.com 7:37AM Taiwan Semi (TSM) 17.90: Economic Daily News reports that co's book-to-bill ratio hit 1.34, its highest level in 18 months. The ratio is expected to rise further in Dec. after orders from key customers such as Nvidia Corp. (NVDA) and ATI Technologies Inc. (ATYT) increased sharply this quarter, the report said. (Dow Jones) RtS