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

To: Proud_Infidel who wrote (30390)	5/19/1999 7:55:00 PM
From: Drake	Read Replies (1) \| Respond to of 70976

Thanks, Brian, for your "April Industry Book-to-Bill Ratio" post. Dc

To: Proud_Infidel who wrote (30390)	5/20/1999 4:16:00 AM
From: Paul V.	Respond to of 70976

Brian, Interesting comparison between August-July 1996/97 with Sept 1998-current BTB, orders and shipment data. We should have an additional increase today (Thursday). Naturally, the above is only my opinions and the data which I have reviewed from the Dorsey Wright site, IBD and SEMI sites. Readers are reminded the old saving, "caveat emptor (buyer/reader beware)." Paul 1996/99 YEARS MTH Ords Ship. Act BTB Prc Rng RS JAN'96 FEB'96 1687 1243 1.1 MAR'96 1447 1256 1.15 APR '96 1361 1354 1.01 MAY'96 1187 1366 0.87 JN'96 1175 1354 0.87 JLY'96 992 1311 0.76 22-25 <10 AUG'96 882 1248 0.71 23-27 <10 SEPT'96 778 1119 0.7 24-30 11-15 OCT'96 833 1072 0.78 26-30 11-27 NOV'96 952 1062 0.9 27-40 15-79 DEC'96 1078 1069 1.01 35-40 60-87 JAN'97 1116 1034 1.08 36-49 65-94 FEB'97 1101 1029 1.07 41-55 90-95 MAR'97 1265 1102 1.15 44-54 94-95 APR '97 1386 1261 1.1 45-55 94-96 MAY'97 1421 1299 1.09 56-72 95-97 JN'97 1487 1375 1.07 58-75 95-97 JLY'97 1659 1476 1.12 74-95 95-97 AUG'97 1400.5 1536 1.1 89-108 96-99 SEPT'97 1468.5 1672 1.06 OCT'97 1518 1793 1.02 NOV'97 1595.1 1598 1 DEC'97 1589 1559 0.99 JAN'98 1515.7 1458 0.93 FEB'98 1382.5 1369 0.9 MAR'98 1240.1 1370 0.82 APR'98 1136.9 1416 0.78 MAY'98 1107.1 1361 0.81 JN'98 932.7 1266 0.74 JLY'98 717.6 1112 0.65 29-34 20-54 AUG'98 571.6 1012 0.57 25-37 38-56 SEPT'98 481.3 846 0.57 23-27 38-50 OCT'98 638 852.3 0.75 22-36 40-65 NOV'98 767.2 913.6 0.84 33-43 62-86 DEC'98 883.4 920.9 0.96 38-47 92-96 JAN'99 996.7 890 1.12 46-64 94-96 FEB'99 1028.8 845 1.22 56-71 94-97 MAR'99 1227.8 922.8 1.3 55-67 93-97 APR.'99 1305.2 1018.9 1.28 49-68 92-96 MAY'99 55-67 83-89