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


To: Sam Citron who wrote (42464)2/21/2001 4:26:28 PM
From: Jacob Snyder  Read Replies (2) | Respond to of 70976
 
I think bookings declining till June is already in the stock. A bad BTB report was expected, and will continue to be expected. Beyond that, a continued fall-off in bookings is not yet in the stock, IMO. I'm seriously thinking of shorting more, in the 48-50 area.