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

To: Return to Sender who wrote (2034)	2/19/2002 7:01:04 PM
From: advocatedevil	Respond to of 95735

RE: "I wish I had a clue what the bigger brokerages were expecting to see in this data" RTS, Morgan Stanley was expecting .80 to .85. Message 17072219 AdvocateDevil

To: Return to Sender who wrote (2034)	2/19/2002 7:04:24 PM
From: Michael Young	Read Replies (1) \| Respond to of 95735

Salomon's estimate was 0.85-0.90 MIKE

To: Return to Sender who wrote (2034)	2/19/2002 8:05:28 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95735

It seems to me the BtB data fell somewhere in between the definition of "good or bad". The number shows a slight gain for the last few months - at least it is not going down. Bookings are up slightly, but not enough to really notice it or have an impact on increasing activity at the semi-equip companies. Next month, the last 2 months worth of data will be revised anyway to give slightly different answers on Bookings, Billings and BtB. Maybe next month the data will show a significant uptick? Today was very negative for the semiconductor area. Out of the group of 29 stocks, 28 were down - only UTEK was up by $0.07, or 0.46 percent. Overall, the group was down by 3.6 percent. All 16 stocks in the SOX were down - overall the decline was 3.55 percent. The NASDAQ was down 3 percent for the day. We need a better day tomorrow!<gg> Don