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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?


To: tuck who wrote (14109)11/22/2002 2:40:02 PM
From: Techplayer  Read Replies (1) | Respond to of 57110
 
This is 6 months old but is a reasonable breakdown of book to bill versus actual orders in the semiconductor industry. an interesting datapoint on the B to B chart is the low from 2001. we are apparently nearing the low from 2001 right now with no signs of letting up.

circuitree.com



To: tuck who wrote (14109)11/22/2002 3:08:37 PM
From: Jorj X Mckie  Respond to of 57110
 
I posted the semi numbers from last year. There were similar lows in January...right at the top.