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

To: Jacob Snyder who wrote (45878)	4/25/2001 8:40:59 AM
From: michael97123	Read Replies (2) \| Respond to of 70976

FWIW, I finally got confirmation of a huge sale that has been pending for months. Last weeks naz has given us some visibility--thats the good news. The bad news is that this happened in january. If May and June turn into february and march we are all screwed. I dont think the economy can handle another look at naz 1600. Even if it holds consumer sentiment is so delicate now that the effects could be disastrous. However, I believe what I have been hearing and now seeing that orders are beginning again, albeit slowly. The order I received is for a June kickoff so this quarter will be our worst ever. Third quarter will automatically improve with this one sale alone, but I have already communicated to other clients that the line is forming and by sometime in the summer we will Full up with work. Thats a sales ploy but the up direction for my business seams set. If the rally doesnt hold ceo says slash and burn(layoffs etc) will be next.

To: Jacob Snyder who wrote (45878)	4/25/2001 8:41:04 AM
From: Ian@SI	Read Replies (2) \| Respond to of 70976

Perhaps, the tide is turning. Insider buying in a related sector... +++++++++++ First Executive Additions at Keithley Instruments Inc. Since August 1999 April 24, 2001 Two KEI executives purchased a combined 10,900 shares from March 14-16 at prices between $15.00 and $15.89. Director R. Elton White picked up 9,900 shares, while Director Brian Bachman added 1,000 shares. The accumulation occurred after KEI shares fell to a 52-week low, after hitting an all-time high of $107.50 last July. The acquisitions were the first by Keithley executives since August 1999. Mr. White’s addition was the largest ever at the company. It marked a reversal of the 10,000 he sold last August at the $61-level. The accumulation also represented a reversal of insider sentiment as company executives were previously sellers of the stock. Subsequent to the recent additions, KEI shares have climbed significantly to their current price of $24.63. Solon, Ohio-based Keithley Instruments Inc. makes high-precision electrical measuring instruments used to monitor processes and production quality. KEI products include digital multi-meters, electrometers and other sensitive instruments, automated parametric test systems, and plug-in boards that enable PCs to be used for data acquisition.