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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Jeffrey D who wrote (28132)2/10/1999 1:39:00 PM
From: klaus pluszynski  Respond to of 70976
 
Jeffrey,

This is illustrated by the SEMI book-to-bill ratio currently at 0.56:1.

That was Aug/Sep last year. Last reported BTB was .94

SBN took the opposite view on this issue with a story titled
"Less effective die shrinks might worsen potential DRAM shortage"

semibiznews.com

I have no idea about who's right or wrong here, but at least we have a range of opinions to choose from :-)

Klaus