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Strategies & Market Trends : Guidance and Visibility

AAPL 273.67

+0.5%

Dec 19 9:30 AM EST

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To: stevenallen who wrote (61497)	7/22/2002 11:15:02 AM
From: Dave Gore	Read Replies (3) of 208838

SEMI BOOK TO BILL ---- Believe I saw 1.28 with orders up 5% in June. Economy doesn't look at that weak to me. People get a weak economy confused with stocks that were and in some cases still are overvalued. Just because stocks go down, that doesn't mean the economy is bad, but some cannot separate the two. Odd huh?

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