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Politics : Formerly About Applied Materials
AMAT 260.77+0.2%Dec 24 12:59 PM EST

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To: 16yearcycle who wrote (13595)12/18/1997 6:36:00 PM
From: Gottfried  Read Replies (1) of 70976
 
Gene, normally (see chart geocities.com )
btb turns up this time of year. You can explain it away by
stating that orders have grown, but shipments have grown more.
It depends on how the Street looks at things. When Sept btb was
down sightly (as is normal for Sept) there was hand wringing.
We should probably look at order volume, rather than btb.

GM
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