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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (80840)6/18/2002 6:09:54 PM
From: Challo Jeregy  Read Replies (2) | Respond to of 99280
 
18:05 ET Semi equip book/bill rises to 1.26; bookings rise to $1.08 bln : Semi equipment
industry book-to-bill ratio rises to1.26 in May from revised 1.22 in April; Pru est for May was
1.23, so this report appears to be a bit better than expected. Bookings rose to $1.08 bln from
revised $996 mln in April (these are rolling 3-month avgs).



To: Zeev Hed who wrote (80840)6/18/2002 6:38:23 PM
From: yard_man  Read Replies (1) | Respond to of 99280
 
3 month ave bookings showed pretty hefty deceleration -- got double dips -- got completed inventory adjustments?