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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (4445)	1/15/1998 11:32:00 AM
From: Mason Barge	Read Replies (1) \| Respond to of 10921

To all: Book-to-bill will be announced tonight after close of trading. The only prediction I've heard is from Jay Deahna at Morgan Stanely, who estimates a range of 0.93-0.98 overall. IMHO, the overall number, which is the least useful for long-term investing, is the most important for short-term market movement. As most of you know, they break it down into three parts. I betcha' if, for instance, the overall number were .90 but the front-end number was 1.2, ASM and CYMI's share price would fall.