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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?


To: Frederick Langford who wrote (78673)10/17/2002 6:22:33 PM
From: 2MAR$  Respond to of 208838
 
even with PayPud they didn't make guidance ?<G>

Oh but they will rule the world so buy the dips

;-)



To: Frederick Langford who wrote (78673)10/17/2002 6:29:01 PM
From: 2MAR$  Read Replies (5) | Respond to of 208838
 
18:21 ET September 2002 Semi Book-to-Bill Ratio of 0.84
North American Semiconductor Equipment Industry posts September 2002 book-to-bill ratio of 0.84; Lehman estimate 1.06 vs August actual 1.14, indicating that it was worse than expected.