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To: JRI who wrote (56978)	10/17/2002 8:53:44 PM
From: Paul Shread	Read Replies (1) \| Respond to of 209892

Message 18125845 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%. 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.