Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.21

-4.0%

Dec 12 9:30 AM EST

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To: Gottfried who wrote (49642)	7/23/2001 11:07:58 PM
From: Zeev Hed	Read Replies (2) of 70976

Gottfried, this is indeed perplexing, a quarter of flat bookings, near what one would say should be bookings bottom, but more interesting is the fact that this is happening six months after the sox, so far, has put its bottom in. I don't think that there is a historical precedent to rely on with similar characteristics. Thus right now, I am going to assume that the November/December bottom will be at least retested. Some stocks are already close to that (NEWP breached actually a week or so ago). Zeev

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