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


To: Kevin Hay who wrote (7596)1/20/1999 10:37:00 AM
From: Xpiderman  Respond to of 10921
 
All,

December SEMI Book to Bill is 0.94!

See Chart of Semiconductor Equipment Book to Bill Ratio and more, please click:

geocities.com



To: Kevin Hay who wrote (7596)1/20/1999 3:26:00 PM
From: Math Junkie  Read Replies (1) | Respond to of 10921
 
TXN and INTC are big semi equipment customers, to be sure, but they are not the whole market, and they are not representative of the companies whose capital expenditures have been depressed. Future increases in equipment bookings, if they occur, could be expected to come from the latter.