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

To: trilobyte who wrote (41550)	1/18/2001 8:12:33 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

thanks for the NVLS cc notes, I think the market is pricing in a decline in bookings for the first 6 months of 2001. The important question (more important than current earnings, or even market share): what happens to bookings in the second half? If bookings keep going down through end-of-2001, then now is not the time to be holding (or buying) any semi-equip. If, on the other hand, we are only going to see a 20-25% drop in bookings, bottoming mid-year, then maybe I made a mistake selling today. Then again, random short-term volatility could let me get back in at 40, even if the rosier scenario happens. Thanks again for the notes.