http://stockmarketbeat.com/blog1/2007/04/16/smh-did-a-data-error-mislead-us-about-the-extent-of-semiconductor-oversupply/ Our beat: The stock market. Our job: Beat it. Tue, 03 Jun 2008 15:36:49 -0600 http://wordpress.org/?v=2.8.1 hourly 1 http://stockmarketbeat.com/blog1/2007/04/16/smh-did-a-data-error-mislead-us-about-the-extent-of-semiconductor-oversupply/comment-page-1/#comment-25842 Semi Equipment Orders Virtually Flat - Stock Market Beat - Our beat: The stock market. Our job: Beat it. Fri, 20 Apr 2007 22:34:28 +0000 http://stockmarketbeat.com/blog1/2007/04/16/smh-did-a-data-error-mislead-us-about-the-extent-of-semiconductor-oversupply/#comment-25842 [...] According to Semiconductor Equipment and Materials International (SEMI): North American-based manufacturers of semiconductor equipment posted $1.42 billion in orders in March 2007 (three-month average basis) and a book-to-bill ratio of 1.00 according to the March 2007 Book-to-Bill Report published today by SEMI. A book-to-bill of 1.00 means that $100 worth of orders were received for every $100 of product billed for the month. We’ll work on the assumption that the numbers are correct this time. You can’t get much closer to flat than 2.3% year/year. [...] [...] According to Semiconductor Equipment and Materials International (SEMI): North American-based manufacturers of semiconductor equipment posted $1.42 billion in orders in March 2007 (three-month average basis) and a book-to-bill ratio of 1.00 according to the March 2007 Book-to-Bill Report published today by SEMI. A book-to-bill of 1.00 means that $100 worth of orders were received for every $100 of product billed for the month. We’ll work on the assumption that the numbers are correct this time. You can’t get much closer to flat than 2.3% year/year. [...]

]]> http://stockmarketbeat.com/blog1/2007/04/16/smh-did-a-data-error-mislead-us-about-the-extent-of-semiconductor-oversupply/comment-page-1/#comment-25340 MU: Samsung Supports Thesis That Capex Spending Will Slow - Stock Market Beat - Our beat: The stock market. Our job: Beat it. Wed, 18 Apr 2007 04:10:39 +0000 http://stockmarketbeat.com/blog1/2007/04/16/smh-did-a-data-error-mislead-us-about-the-extent-of-semiconductor-oversupply/#comment-25340 [...] SMH: Did a Data Error Mislead Us About the Extent of Semiconductor Oversupply? [...] [...] SMH: Did a Data Error Mislead Us About the Extent of Semiconductor Oversupply? [...]

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