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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (39703)	9/18/2002 4:56:15 PM
From: Gersh Avery	Respond to of 52237

** DOUGH!! **

To: Paul Shread who wrote (39703)	9/18/2002 6:01:44 PM
From: Vitas	Read Replies (1) \| Respond to of 52237

North American Semiconductor Equipment Industry Posts August 2002 Book-to-Bill Ratio of 1.14 SAN JOSE, Calif., September 18, 2002 -- The North American-based manufacturers of semiconductor equipment posted $1.12 billion in orders in August 2002 (three-month average basis) and a book-to-bill ratio of 1.14, according to the August 2002 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.14 means that $114 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in August 2002 was $1.12 billion. The bookings figure is 5 percent below the revised July 2002 level of $1.18 billion yet 57 percent above the $715 million in orders posted in August 2001. The three-month average of worldwide billings in August 2002 was $981 million. The billings figure is 2 percent above the revised July 2002 level of $969 million and 14 percent below the August 2001 billings level of $1.14 billion. "The decline in orders was anticipated considering recent announcements from chip and capital equipment manufacturers about the poor visibility for the semiconductor industry in the second half of this year," said Dan Tracy, Ph.D., director, Industry Research and Statistics for SEMI. "While bookings are considerably higher than one year ago, the overall order trend is not providing any signal of substantial further improvement this year." The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average billings for the North American semiconductor equipment industry. Billings and bookings figures are in millions of U.S. dollars.

To: Paul Shread who wrote (39703)	9/19/2002 11:12:47 AM
From: Stephen	Read Replies (1) \| Respond to of 52237

Paul ... any thoughts on DIS here ??. I've been watching it and have traded it (boring) and there seems to be some accumulation. The chart looks like it could break either way ... but perhaps favors the downside ... any thoughts ??.. I'm looking to buy a few stocks to hold for what I hope is the cyclical bull market cycle we should be entering soon ... but with the weak economy and debt levels I am finding it hard to come up with any great idea's. As always I'm hoping to 'pick your brains' !!!. Cheers & best regards Stephen