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Politics : Formerly About Applied Materials
AMAT 252.34+1.0%Nov 28 12:59 PM EST
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To: Jacob Snyder who wrote (25220)10/12/1998 6:19:00 PM
From: Big Bucks  Read Replies (1) of 70976
 
Jake,
Re:NVLS's earnings are meaningless. It's the bookings that matter. As I said a while ago, until bookings turn up, all rallies will be false rallies. And, just as we had about 7 false rallies up to 40 in AMAT (in the 9 months up to August), we'll now have many more opportunities to lose money, while we gyrate in a lower trading range.

Very astute assessment. Come mid/late Oct, reality will settle into
the markets about prospects going forward into Q4 and Q1-'99.
As you said previously, "Cash is King in '99".

BB
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