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

To: Sam Citron who wrote (44435)3/23/2001 4:40:58 PM
From: Math Junkie  Read Replies (1) | Respond to of 70976
 
I don't know anywhere to get semiconductor bookings, BTW.



To: Sam Citron who wrote (44435)3/23/2001 4:52:18 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Sam, >Which indicator do you consider more important in determining when to buy AMAT: semiconductor bookings or semiconductor equipment bookings, and why?<

All I have is ww semiconductor shipments. They drive SEMI equipment bookings, as you know. i17.yimg.com

I'd pick equipment bookings, or a derivative thereof for better timing.

BTW, a new place to e-mail all or some of the chart URLs to yourself briefcase.yahoo.com

G.


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