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

To: Jacob Snyder who wrote (44624)	3/27/2001 5:49:36 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Jacob, this is how AMAT price responded to SEMI data the last two cycles near the floor. i17.yimg.com notice how confirmation of bookings bottom caused a price spike. i17.yimg.com this time investors didn't wait for bottom confirmation. Price started a steady climb ahead of announcement of the SEMI bookings bottom number. Bookings and btb bottomed the same month. SEMI data is shown when it became AVAILABLE, i.e. on the 20th day or nearest higher day. Buyers don't want to wait for bottom confirmation! Gottfried

To: Jacob Snyder who wrote (44624)	3/28/2001 1:47:09 AM
From: advocatedevil	Respond to of 70976

SpeedFam cuts workforce 18% RE: "Nortel, Palm sing the last stanza. Are we done yet? (for the day, I mean)" Jacob, And the band played on... "SpeedFam-IPEC Inc. (SFAM: news, msgs, alerts) said it will cut 18 percent of its workface and a 10-percent salary cutback for executives. The company blamed an industry-wide downturn. The chemical mechanical planarization systems manufacturer also reported a third-quarter loss of $13.8 million, or 46 cents a share, which beat the consensus estimate of a 52-cent loss. Revenue for the quarter totaled $56.7 down 22 percent compared with the $73.1 million reported in the year-ago period. Shares closed up 19 cents to $7." AdvocateDevil