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


To: Jacob Snyder who wrote (44628)3/27/2001 6:36:11 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Jacob, have you tried the last link in this post? I added it. Message 15572456
Then click SEMIcharts. If that doesn't work I can e-mail, but need address.

Do the links in the post above work for anyone else?

Gottfried



To: Jacob Snyder who wrote (44628)3/27/2001 6:39:10 PM
From: Cary Salsberg  Read Replies (4) | Respond to of 70976
 
FWIW: "rounded up" my CSCO position at $18, yesterday. A GTC order placed 3/16 was executed.



To: Jacob Snyder who wrote (44628)3/27/2001 6:49:40 PM
From: Jacob Snyder  Read Replies (2) | Respond to of 70976
 
Success. The last one works, on the second try, when I clicked on "show all".

You really need two (not one) higher bookings reports, to confirm that the bottom in bookings is in. On the long slide down, there are examples where the bookings blipped up once, and then resumed the downtrend. So, if I wait for two consecutive increases, I'll give up even more of the gains off the bottom.

The fact that the bottom in stock prices happens before there is a confirmed uptrend in bookings, means some people have figured it out before the news gets out. But only a few, because the stocks really only take off after the BTB comes out.