early, semi equipment btb actually rose dramatically last month <A HREF="http://home.attbi.com/~gottfriedm/SEMIcharts/eqporders.gif" target="_new">http://home.attbi.com/~gottfriedm/SEMIcharts/eqporders.gif</A> [the light blue bars] part of that was due to shipments dropping, part due to bookings increasing. Gottfried