SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: FJB who wrote (42397)2/20/2001 7:33:28 PM
From: Gottfried  Respond to of 70976
 
Robert, thanks for the btb. Looks like last month was revised down from 1.03 to 0.99. Not that it matters now.

Gottfried



To: FJB who wrote (42397)2/20/2001 10:36:06 PM
From: Proud_Infidel  Read Replies (2) | Respond to of 70976
 
Check out the Yahoo Message Boards tonight. The shorts are out in force and some are calling for AMAT to go to 15. This was the same board which was calling for $250 by July 2000 last March. Something tells me there are a whole lot of manic-depressives not getting the proper medication.....and just by chance they all hang out on the Yahoo message boards:-)

Regards,

Brian

Subject 50522



To: FJB who wrote (42397)2/21/2001 7:17:50 AM
From: Qualified Opinion  Read Replies (1) | Respond to of 70976
 
Semi-Equip. Industry book-to-bill at .81 which is a three month moving average.

Considering the user markets downturn toward the end of December, the btb is probably going lower.