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

To: Tony Viola who wrote (42436)	2/21/2001 12:25:08 PM
From: Wayners	Read Replies (1) \| Respond to of 70976

New York--Feb. 20--The North American-based manufacturers of semiconductor equipment posted $1.9 billion in orders in January and a book-to-bill ratio of 0.81, according to the February Express Report published by Semiconductor Equipment and Materials International. The three-month average of worldwide bookings in January was $1.9 billion. The bottom is reached when INTC decides to go ahead with equipment orders.

To: Tony Viola who wrote (42436)	2/21/2001 12:25:10 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

Bottom line, I think it plays out well for Intel but the equips will be struggling this year, IMO. MARKET NOW SAYING SOMETHING DIFFERENT. IF AMAT IS STRONG IT INDICATES RENEWED CAPEX BY OTHER CHIP GUYS TO MEET THE INTEL CHALLENGE. ALSO INDICATES AMAT IS LESS CYCLICAL THAN BEFORE. WITH ALL THIS CONTRADICTORY INFO I DONT HAVE A CLUE. Rambling on. Fernandez, are you kidding me? He looked old and fat in '86. Oh for that left handed pitcher, about the rarest thing in sports. SAW HIM YESTERDAY--LEAN AND MEAN FANTASIZE ABOUT THAT SEPTEMBER DOUBLEHEADER GOODEN AND EL SID AGAINST CONE AND SABERHAGEN WITH SOME 40 SOMETHING DH(SHOULD BE BANNED) HITTING THE WINNING HOMER