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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (6255)	10/17/2002 9:54:59 PM
From: StanX Long	Read Replies (2) \| Respond to of 95471

I believe briefing.com's comment is misleading, Semi equip names have actually extended gains after hours despite weak book/bill number: I believe the B 2 B numbers came out after the close of AfterHours, yes? Stan

To: Return to Sender who wrote (6255)	10/17/2002 10:40:21 PM
From: Gottfried	Read Replies (2) \| Respond to of 95471

RtS, the btb drop was unusually large from Aug to Sep. September has been the month with historically the lowest btb. home.attbi.com Billings didn't drop much. Billings bring earnings. Gottfried PS: updated charts will be available next week - if AT&T repairs my BB connection Monday. Meanwhile I'm using the absolutely worst dial-up ever: Juno free.

To: Return to Sender who wrote (6255)	10/18/2002 6:25:36 AM
From: scott_jiminez	Read Replies (2) \| Respond to of 95471

<<Was anyone else shocked that it was so low?>> I'm not sure we should be 'shocked' but the fact that the industry had a very measly, and very brief, 'recovery' during the spring and summer, and it's now back at a level of contraction equal to last year, indicates this slump IS different. In fact, as bad as the BtB is this month, a better gauge of the health of the industry is the absolute booking and billing numbers - numbers which never climbed above ~50% of the levels found in 2000 and now bookings (and, soon, billings) have resumed their steep decline. As I've said before, I believe 30-50% of the companies in the equipment space will need to disappear, by whatever means, before a truly healthy recovery will become manifest. PC demand may NEVER return to nineties-type levels and there is absolutely nothing in the wings to even closely substitute for that broad a demand. '...that the plunge in orders actually began in August, and that the decline between July and September was probably on the order of 50%.' Believe it. And INTC is telling us it's far from over.

To: Return to Sender who wrote (6255)	10/18/2002 8:47:31 AM
From: Alastair McIntosh	Read Replies (2) \| Respond to of 95471

Re BTB. Was anyone else shocked that it was so low? If anyone was shocked that the number was so low they were not paying attention to the news from semiland for the last month. Message 18106385 Fundamentals continue to deteriorate for the SCE group. A runup in share prices will produce another excellent shorting opportunity.