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

To: Justa Werkenstiff who wrote (7010)	9/21/1998 9:02:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 10921

here's a shot at that table formatted... Month Shipments Bookings Book-to-Bill March 98 1,370.3 1,123.1 0.82 April 98 1,416.3 1,102.1 0.78 May 98 1,360.8 1,107.1 0.81 June 98 (final) 1,265.5 932.7 0.74 July 98 (revised) 1,115.8 740.0 0.66 August 98 (preliminary) 1,059.9 631.5 0.60 ... although some things are better left unformatted. :( About the only good thing I can see in the number is that the magnitude of the reduction in bookings has slowed in August relative to the drops in both June and July, if that's worth anything. Once the final numbers are in, it should look a little better. (Now there was a straw to grasp at.) Ian.

To: Justa Werkenstiff who wrote (7010)	9/21/1998 10:01:00 PM
From: Investor2	Read Replies (1) \| Respond to of 10921

I'm a relative newcomer to the semiconductor capital equipment area, but isn't a book-to-bill ratio of 0.60 a record low? Thanks, I2