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Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST
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To: trilobyte who wrote (50940)8/21/2001 8:58:22 PM
From: advocatedevil  Read Replies (2) of 70976
 
OK Trilobyte, I'll give you the benefit of the doubt. Let's throw in the seasonal factor and call it an increase of $40 Million. <g>

Seriously, you stated: "Certainly, it suggests that we are at unsustainably low order rates."

I think you could be correct here and we might just zig-zag up in a similar fashion over the next few quarters. It's just this type of slow grinding recovery that could give pause to those who've been holding SCE long positions as they watch the chip stocks move up more quickly (IMO).

AdvocateDevil
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