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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: hotlinktuna who wrote (14145)	10/17/2002 9:17:30 PM
From: Dave Gore	Respond to of 16631

Well, the book to bill of .84 is troubling for techs perhaps 19:04 ET Semi equip stocks holding up Semi equip names have actually extended gains after hours despite weak book/bill number: AMAT +0.50, KLAC +0.44, NVLS +0.30. The book/bill fell to 0.84 in September on a 34% plunge in orders. Taking into account that this is a 3-month moving average, it strongly suggests that the plunge in orders actually began in August, and that the decline between July and September was probably on the order of 50%.