Replies to post #77497 on Zeev's Turnips Patch-No Politics (ZEEV)

[wstera2]

"$741 MM is as far as I remember the lowest booking rate in more than 6 months"

Yup...........

August 2002 - $1,016.8
September 2002 - $831.6
October 2002 - $775.1
November 2002 - $776.7
December 2002 (final) - $826.5
January 2003 (prelim.) - $741.7

http://www.semi.org/web/wpress.nsf/33fa5c225257afa5882565e3006d9c77/0d314fbb7b416bd888256cd1007a4fa9...

[JLSegal]

Yes, that book to bill report tonight was not very encouraging.
What a difference a day (or report) can make.

BTW, Zeev, best wishes to the 'bride to be' in your family ...... I'm happy for you ....enjoy :-)

[Koikaze]

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.


Fred