Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.77

+0.9%

Nov 12 3:59 PM EST

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To: Justa Werkenstiff who wrote (35347)	5/24/2000 1:55:00 AM
From: Ross	Read Replies (1) of 70976

Hi, I missed all the talking heads. Do they say that a b2b of over 1.4 but falling is bad? Do they not differentiate between b2b over 1 and rising b2b? Can they take out a spreadsheet and figure out how long it would take to turn the entire gnp into semi-cap equipment if the b2b rises every month? Maybe I should do that. Or are they saying that (based on previous experience) whenever the b2b turns, that means it is heading below 1 soon? Taking a look at Godfried's charts, it seems that it sometimes does that and sometimes doesn't. It does look like in 1997 the b2b dropped a little, orders rose for 2 more months, and then bam. But that was a much lower b2b. Thanks. Ross

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