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To: Red Scouser who wrote (54014)	3/18/1999 9:56:00 PM
From: Mao II	Respond to of 97611

Red & Thread: Semi Feb book to bill: 1.17 semi.org Press Room - Press Release-Book-to-Bill North American Semiconductor Equipment Industry Posts February 1999 Book-to-Bill Ratio of 1.17 MOUNTAIN VIEW, Calif., March 18, 1999 -- The North American semiconductor equipment industry posted a book-to-bill ratio of 1.17 for February 1999, it was reported by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.17 means $117 in orders were received for each $100 worth of products shipped. "We appear to be seeing some stabilization after four months of steady bookings growth, and this is in line with industry forecasts for 1999," said Stanley Myers, president of SEMI. "There have been no big surprises in either the chip or electronics markets to cause a sudden change in direction for equipment makers. We remain optimistic that a continued strong economy will lead to a more robust upturn by year's end." Three-month average shipments in February 1999 were $820 million. The figure is five percent below the January 1999 level, and is 40 percent below the February 1998 level of $1.4 billion. Three-month average bookings were flat in February 1999 at $962 million. The bookings figure is 22 percent below the February 1998 level of $1.2 billion. The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average shipments. Shipments and bookings figures are in millions of U.S. dollars. Month Shipments Bookings Book-to-Bill September 98 845.7 481.3 0.57 October 98 852.3 638.0 0.75 November 98 931.6 767.2 0.84 December 98 (final) 920.9 883.4 0.96 January 98 (revised) 865.0 964.7 1.12 February 99 (prelim.) 820.0 962.7 1.17 The data contained in this release was compiled by the independent public accounting firm of Arthur Andersen LLP, without audit, from data submitted directly by the participants. SEMI and Arthur Andersen LLP can assume no responsibility for the accuracy of the underlying data. The data are contained in a monthly Express Report published by SEMI that tracks shipments and orders for equipment used to manufacture semiconductor devices, not shipments and orders of the chips themselves. Based in Mountain View, Calif., SEMI is an international trade association serving more than 2,300 companies participating in the $65 billion semiconductor and flat panel display equipment and materials markets. SEMI maintains offices in Austin, Beijing, Boston, Brussels, Hsinchu, Moscow, Seoul, Singapore, Tokyo and Washington, D.C. Visit SEMI OnLine at www.semi.org. Regards, M2

To: Red Scouser who wrote (54014)	3/18/1999 11:17:00 PM
From: Howard Feinstein	Read Replies (1) \| Respond to of 97611

Fellow CPQ threaders.......If you look at the updated CPQ earnings estimates for Q1 you will see they are almost all in the .30-.37 range. Kumar made his estimate .20 and CPQ management said they are comfortable with the analysts estimates before the company leak came out earlier. This is high stakes Russian Roulette! I would say that Kumar's, as well as EP's, reputations and credibility are both on the line. Somebody is way out of line here on CPQ's Q1. If Kumar is right we're all dead!If EP is in line,CPQ might rally. I'm not sure I want to bet the ranch on this one and I'm seriously thinking about bailing out here.Somethings got to give here! Howie

To: Red Scouser who wrote (54014)	3/19/1999 12:40:00 PM
From: Red Scouser	Respond to of 97611

If it's old so sorry - 03/19 11:13 CEBIT-Internet to change face of PC world By Neal Boudette HANOVER, Germany, March 19 (Reuters) - The Internet isn't just for PCs anymore. Personal computers aren't about to disappear, but their status as man's main link to cyberspace is going to come to an end soon, judging from the buzz at Germany's massive CeBIT trade fair this week. "Right now people are tethered to the desktop when they want access to the Internet," said Steve Tobak, vice president for marketing at chip maker National Semiconductor Inc [NSM-news], which came to CeBIT to show off a variety of mobile computers that it thinks will free Net surfers from PC-dependence. "We envision a world of inexpensive, non-PC devices that will connect to the Internet," he said. "Kids will have something they take to school. There will be devices that download music, devices for checking news or stock prices wherever you are." Mobile phones makers agree, and they used CeBIT to announce partnerships and products in the race to get online. Motorola Inc, for example, said Internet capabilities will soon be a standard feature of its cellular phones. "Consumers can expect to see the first Internet browsing capability on a Motorola phone by the end of the year, and across our entire digital phone range in 2000," Chief Operating Officer Bob Growney said this week at CeBIT, a computer and telecommunications show that has grown into the world's largest trade fair. Finland's Nokia Oyj [NOKAV-news][NOKa-news] is moving even faster. It has already created a "micro browser" -- a miniaturised version of the PC software used to navigate the Internet -- that can display data from cyberspace on a mobile phone display. At CeBIT, which is expected to bring about 700,000 visitors to Hanover in northern Germany by the time it closes on March 24, Nokia showed how a traveler could make flight reservations over a mobile phone, and get instant notification of changes in the airline's schedule. Yet phones are not the only Internet-worthy devices on the rise. National Semiconductor, which makes low-cost, compact computer chips for small devices, demonstrated its WebPad -- a tablet-shaped computer with a large screen and no keyboard. "This is the kind of thing you can carry around in your house while you're eating breakfast and checking e-mail or the news from Internet," Tobak said. National expects three or more companies to hit the market with "information appliances" based on the WebPad by Christmas, and said interest is coming from a wide variety of industries, not just the computer business. "You can just imagine supermarkets using a product like this to check shelves and order goods." Even PC companies believe the Internet won't remain tied to the desktop machines that they now ship by the tens of millions each month. At CeBIT, Compaq Computer Corp [CPQ-news] said it planned to release a handheld computer, the Arrow 2100, that connects to the Internet. MMMM Return to Headlines

To: Red Scouser who wrote (54014)	3/30/1999 7:37:00 PM
From: Red Scouser	Read Replies (2) \| Respond to of 97611

Updated CPQ earnings estimates for Q1: Stock price at end of 1st QTR. Average - .34............18/3 El - .30.................306 Pruguy - .33 Russ - .35 Reichers - .34 Mike Fredericks - .36 Harvey - .32 Barber - .29 Captain Jack - .31..................$43.00 Howie - .32.........................$32.00 Michael - .36 csm - .33 Night Writer - .37 Bruno - .34 fooledalot - .36 robbie - .31 rudedog - .37 kash - .33 red - .43...........................$43.50 Rick McDougall - .36 Bretsky - .28 Lynn - .36 Junior Balloon - .33 Sueponine - .37 J.Maz - .36 ........................$45.00.. victor - .38 Dale J - .27 Russ LaCave - .35...................$38.00 RichieH - .34.......................$37.00 28-952