SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: LTK007 who wrote (1440)12/20/2001 6:20:15 PM
From: James Calladine  Respond to of 95414
 
btb(from Briefing)

<<<18:15 ET Semi Equip Book/Bill : The Semi Equipment and Materials Intl's semi equipment book/bill ratio rose to 0.73 in November from 0.72 in October, close to most market estimates. However, the actual level of bookings fell to $612.3 mln from $647.1 mln (shipments fell at a faster clip). This is a new low for the cycle and calls into question the assertion that the industry hit bottom in Q3.>>>

Namaste!

Jim



To: LTK007 who wrote (1440)12/20/2001 9:33:33 PM
From: Return to Sender  Read Replies (1) | Respond to of 95414
 
I checked that chart again on ATML. I am sorry but I had not updated the chart properly. The monthly lower Bollinger Band is now higher at 4.21. It's lots closer to bottom than I thought according to this updated chart.

stockcharts.com[l,a]mhcaniay[d19950101,20011201][pc20!d20,2][vc60][iUe12,26,9!Lc20!La12,26,9!Lo14]

RtS