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To: Barry L. Mabe who wrote (17437)3/18/1999 6:37:00 PM
From: Tony Viola  Respond to of 25814
 
Barry, Re: "Are they going to announce the book-to-bill today?"

The book to bill ratio coming out is the
semiconductor equipment book to bill ratio (AMAT, KLAC,
NVLS, LRCX, etc.). The semiconductor one is history.

Tony



To: Barry L. Mabe who wrote (17437)3/18/1999 6:52:00 PM
From: patrick tang  Respond to of 25814
 
I don't think the industry wide book-to-build exist anymore for semis, only for semi-equipment.

There was some mention on the Yahoo thread by some LSI 'insider' that LSI sales are going very strong, with bookings into Q3 and Q4, which was unheard of in this business. Don't know validity of course.

patrick