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To: 2MAR$ who wrote (78675)	10/17/2002 6:56:29 PM
From: Joseph Waligore	Respond to of 208838

that book to bill hurts!

To: 2MAR$ who wrote (78675)	10/17/2002 7:31:51 PM
From: Robert New	Read Replies (1) \| Respond to of 208838

Hope you nailed a couple of semi's that ramped today....like KLAC/MXIM, etc. That news looks like a gift!

To: 2MAR$ who wrote (78675)	10/17/2002 8:12:40 PM
From: westpacific	Respond to of 208838

"The public preference for stock is not only as marked as ever, but also the will to speculate is still a speculative factor not to be overlooked. The prompt return of huge speculation and the liberal manner in which earnings are again being discounted indicate that it will be difficult to quench the fires of stock market enthusiasm for long." - Barron's, March 24, 1930

To: 2MAR$ who wrote (78675)	10/17/2002 8:14:51 PM
From: westpacific	Read Replies (1) \| Respond to of 208838

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%.