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Politics : Formerly About Applied Materials

AMAT 289.91

-9.0%

2:11 PM EST

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To: rsie who wrote (42448)	2/21/2001 2:23:19 PM
From: Sam Citron	Read Replies (1) of 70976

Ian is correct that BTB is not a perfect indicator. One analyst has found that "Bookings deliver better predictive information than the BTB." google.com!OpenDocument+fab+capacity+utilization&hl=en&lr=lang_en I haven't run any regressions but my working hypothesis would be that some combination of (1) chip prices; (2)consumer sentiment; and (3) fab capacity utilization might have some predictive value. (1)http://www.intel.com/intel/finance/pricelist/index.htm (2)http://www.dismal.com/economy/releases/release_2k.asp?r=usa_consumer (3)anyone know how I can get an approximation of this number? Sam

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