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To: orkrious who wrote (260909)	9/18/2003 10:35:28 AM
From: MythMan	Read Replies (2) \| Respond to of 436258

even after a 15% haircut they would be 100% over valued.

To: orkrious who wrote (260909)	9/18/2003 10:48:51 AM
From: Just_Observing	Respond to of 436258

Semi Equipment book-to-bill disappoints And how. By a 20% reduction in orders for July. Or, if you prefer, July orders were overstated by 25%. From the revision in the 3-month average booking number for July, it is clear that the preliminary number for bookings for July alone (not the 3 month average) was overstated by 25% ($845.6 preliminary versus $676.1 actual approx. for July alone) Here is the preliminary July report Billings(Three-month avg.)Bookings(Three-month avg.) Book-to-Bill February 2003 777.7 760.6 0.98 March 2003 857.1 777.3 0.91 April 2003 840.4 757.3 0.90 May 2003 805.4 723.5 0.90 June 2003 (final) 776.5 722.3 0.93 July 2003 (prelim.) 787.6 763.4 0.97 Here is the final July report which was released yesterday: June 2003 776.5 722.3 0.93 July 2003 (final) 785.9 706.9 0.90 The SOX is down 0.4% now. Perhaps, it will be positive by the end of the day.