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To: yard_man who wrote (152269)2/19/2002 7:13:13 PM
From: maceng2  Read Replies (1) | Respond to of 436258
 
Why is everyone focused on the semi equipment manufactures Book to Bill, when they should be focused lower down the food chain??

i.e. The Semiconductor manufactures (who buy from above) Book to Bill ratio. That is a much more sensitive and important ratio.

The Semi Equipment figure can be fiddled with more easily, but that's about the only reason imho.