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Politics : Formerly About Applied Materials

AMAT 233.63

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3:59 PM EST

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To: advocatedevil who wrote (56800)	12/3/2001 9:12:36 AM
From: advocatedevil	Read Replies (2) of 70976

7:34AM Niles on SIA : Lehman analyst Dan Niles comments on SIA data; says that 38% year/year decline in orders was worse than the Sep decline of 29%; while still better than the low in August, these data suggest that there is no V-shaped recovery in semis, and that like 1986 and 1991, buying stocks at the bottom for year/year declines in orders might not work. finance.yahoo.com AdvocateDevil

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