Zeev, is this confirmation of your comment on "unreliability" or are the references to two different things?
From Yahoo! Finance, In Play, this morning:
7:54AM Semi Equip book-to-bill ratio falls to 0.92 : The semiconductor capital equipment book-to-bill ratio for January came in at 0.92. This represents a decline from December's b-to-b ratio of 0.94. Morgan Stanley's industry analyst's previous estimates were in the range of 0.93-0.98 for this indicator. The analyst believes this announcement to be a "non-event" despite missing his forecasts for January.