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Strategies & Market Trends : Guidance and Visibility

AAPL 267.46

-1.9%

3:59 PM EST

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To: ChrisJP who wrote (61375)	7/20/2002 9:57:34 AM
From: Ron	Read Replies (1) of 208838

I liked Ralph Bloch's comment Thursday, the mixed emotions one has at looking at this market. Like watching your mother in law drive off a cliff in your Rolls Royce. HE said that, not me :) The book to bill seems to be creeping up. 1.28 in June, 1.27 in May, 1.22 in April, compared to .81 in January. Looks like a slow but steady comeback. Maybe we really are getting close to the bottom. Keeping my powder dry.

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