Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: Jeffrey D who wrote (2534)	8/21/2002 11:03:58 AM
From: Jeffrey D	Read Replies (3) of 25522

Goldman Sachs on Monday: "July SEMI book-to-bill out Tuesday night, now expected below 1.0 (GS estimate 0.97)>> << Actual on Tuesday:"North American-based manufacturers of semiconductor equipment posted $1.15 billion in orders in July on a three-month average basis, and a book-to-bill ratio of 1.16" >> Is there any reason to trust anything these guys have to say? Jeff

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