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

To: 16yearcycle who wrote (43422)	3/9/2001 3:13:46 PM
From: Cary Salsberg	Respond to of 70976

Of all the numbers I have read, recently, the NVLS projected booking is the most significant. They forecasted $410M sales and $250-60M bookings. In past downturns, NVLS has fared the best, smallest sales drop and most profitable. NVLS is a technology leader, so they should be getting, at least, a fair share of technology buys. $1B annual bookings trails only the record rates of 2000 and would not be insignificant. I am beginning to think 2001 will look like 1998 and tech stocks will fall through most of the year and reach 1998 values.