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To: stomper who wrote (82517)3/19/2001 8:55:15 PM
From: IceShark  Respond to of 436258
 
POS will probably report on Thur, also. You can never tell with them scum bags, but son-of-POS reports on Wed and they usually report the day after unless the fraud is a bit tough to cover up in the BS, that is Balance Sheet. -g-



To: stomper who wrote (82517)3/19/2001 11:48:01 PM
From: XBrit  Respond to of 436258
 
I think you understand this, but just so we're all clear: the only book-to-bill number published any more is for semi equipment, not finished semiconductors. That would not affect MU much.

I'm ashamed to admit I subscribed to Michael Murphy for a few months. I finally cancelled when the guy made it quite clear in two separate market reports, 3 weeks apart, that he didn't understand the difference.


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