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


To: Cary Salsberg who wrote (2048)2/20/2002 9:11:47 AM
From: Ian@SI  Respond to of 95738
 
Cary,

I'm not sure that there's a lot of relevance in this particular BTB number in any case. Seeing the magnitude of orders rise, especially on the preliminary number, is encouraging however.

We just finished earnings season; and have a more current view from each of the companies in the sector than that view provided by a look at a moving average for the last Quarter.

Ian