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To: fedhead who wrote (10881)	3/20/2002 11:41:11 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

...and FMKT which is in a tie with EXPE since the Sept lows. Impressive for a B2B.

To: fedhead who wrote (10881)	3/20/2002 1:30:14 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

13:23 ET ROXI Roxio: Maker of CD burning software bucks market weakness, climbs to new 52-week high (21.60 +1.10)

To: fedhead who wrote (10881)	3/20/2002 2:29:34 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

Does anyone know anything about the SEMI book-to-bill ratio? Apparently the .87 reflects .87 in bookings for 1.0 in shipments? So we are still negative but improving... my question is how long is the order cycle here, the book to bill has been under 1 for months, are these shipments reflecting orders from over a year ago? (not sure if this is even a relevant question... sorry!) The preliminary data showed a book-to-bill ratio - measuring orders received against product shipments made - of 0.87 last month, up from January's final ratio of 0.81. During February of last year, the ratio was 0.71. cbs.marketwatch.com{26EF6BFD-BF7D-4BB1-9685-9EF4B529BC74}&siteid=yhoo