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Politics : Formerly About Applied Materials
AMAT 242.41+5.0%Nov 25 3:59 PM EST

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To: Sam Citron who wrote (44435)3/23/2001 4:52:18 PM
From: Gottfried  Read Replies (1) of 70976
 
Sam, >Which indicator do you consider more important in determining when to buy AMAT: semiconductor bookings or semiconductor equipment bookings, and why?<

All I have is ww semiconductor shipments. They drive SEMI equipment bookings, as you know. i17.yimg.com

I'd pick equipment bookings, or a derivative thereof for better timing.

BTW, a new place to e-mail all or some of the chart URLs to yourself briefcase.yahoo.com

G.
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