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


To: Gottfried who wrote (44728)3/29/2001 4:59:05 PM
From: Sam Citron  Read Replies (2) | Respond to of 70976
 
Gottfried,

Just keep in mind that if you are correct and the bookings nadir is May or June, we will not know of it until July or August at the earliest (1 month reporting lag + 1 month of up bookings. Do you expect AMAT to break out to the upside, which I assume means a price >= 54, prior to mid July SEMI release?

Sam