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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Ross who wrote (38605)10/23/2000 8:57:45 PM
From: Xpiderman  Read Replies (1) | Respond to of 70976
 
The September SEMI BtB number is out: 1.16! I don't think it's good enough to support the current semi. equi. stock prices.

This is the first negative growth in term of sequential bookings in many many monthes.

geocities.com



To: Ross who wrote (38605)10/23/2000 11:50:18 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Ross, September WAS the lowest btb for the year for years 1995, 1996, 1998, 1999. I think it has something to do with the seasonality of the biz. We don't know about 2000 yet.
geocities.com

So you can take your choice: 1997 is going to repeat [ask why?] or the other 4 years are your guide.

Gottfried