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Strategies & Market Trends : Tech Stock Options -- Ignore unavailable to you. Want to Upgrade?


To: John Sikora who wrote (28832)11/19/1997 10:01:00 AM
From: Jerry Olson  Read Replies (1) | Respond to of 58727
 
John et all

FWIW, the book to bill on semis, is VERY VERY BULLISH....very forward looking in general...They revised Sept from 1.07 to 1.09...in general the number was 1.06, down slightly but it probably will be revised upward next month...

In general bookings are well ahead of last year...

The semis will be on fire next year folks....and guess what, they're on sale right now!!!!:>}.............IMO<g>