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

To: Math Junkie who wrote (7096)	10/7/1998 9:52:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 10921

Sorry, blame it on literary license. The facts, according to SEMI, are as follows: Three-month average shipments in August 1998 were $1.06 billion. The figure is five percent below the July 1998 level, and is 21 percent below the August 1997 level. Three-month average bookings decreased in August 1998 to $632 million. The bookings figure is 14.7 percent below the July 1998 level, and 55.9 percent below the August 1997 level. There's also a graph at news.semiconductoronline.com which shows that bookings and the Book to Bill were below their September 96 low. Pick your own metaphor to describe this, but to me it doesn't translate into a noticeable advantage accruing to US companies because of the weak dollar. Katherine