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

To: Michael Young who wrote (2037)	2/19/2002 7:55:01 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95737

OUCH! Thanks AD and Mike for the expectations from two major brokerages. I agree there is little to celebrate in these numbers based on expectations. I still think we stay in this trading range. From last Saturday:"Look for SEMI book-to-bill to rise" siliconstrategies.com There could be some good news in store for semiconductor-equipment makers next week. On Tuesday (Feb. 19), the Semiconductor Equipment and Materials International (SEMI) trade association is expected to release its January book-to-bill ratio for North American chip-equipment makers. Given the incremental improvement in order outlook by both frontend and backend equipment companies, SEMI's January book-to-bill ratio is expected to be between 0.80-to-0.85, according to a report from Morgan Stanley & Co. Inc. in San Francisco. This is a slight improvement over the previous month. For the month of December, SEMI reported a preliminary book-to-bill ratio of 0.78, according to Morgan Stanley.--M.L. AdvocateDevil Salomon even higher at .85 to .90 and we get .81? RtS