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Politics : Formerly About Applied Materials
AMAT 252.31+1.0%12:59 PM EST
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To: Gottfried who wrote (30434)5/20/1999 4:56:00 PM
From: Paul V.  Read Replies (2) of 70976
 
Gottfried,But that's the explanation given... Charles Boucher, semiconductor industry analyst at Donaldson, Lufkin & Jenrette, told
CBS.MarketWatch.com that companies such as KLA-Tencor, Novellus and Applied Materials would have been affected by the report, because the book-to-bill ratio "was off a little bit from last month's report. Those stocks may be selling off."

cbs.marketwatch.com.

Once again you see that we NEED these analysts to explain things.

Then again, the analysts could have looked at the positive side, Orders, to have seen the gain from last month-he old statement, "Is the glass half empty or half full." Or tomorrow, we may see the shorts covering their shorts on option expiration day<g>

Paul
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