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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (77350)	5/23/2001 3:09:56 PM
From: turnmore	Read Replies (1) \| Respond to of 99985

Doug, That's one heck of a turnaround for a three month moving average weighted heavy on the downside. Are these the "some" people who are correct most of the time <gggg>?

To: Doug who wrote (77350)	5/23/2001 3:24:43 PM
From: Saulamanca	Respond to of 99985

Doug, Hard to predict that far in advance when visibility is so clouded. Jim

To: Doug who wrote (77350)	5/23/2001 5:25:06 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 99985

Doug, send those guys back to school. The BTB ratio could get to 1.2 and actual shipments of equipment be down, for instance, in three months from now they will ship the $.8 B in orders they received this month (actually less), but their bookings are going to go to $B .96, still a far cry from the $2.3 B in bookings last April, but the BTB will be .96/.8 = 1.2 or about three times the current BTB, shipments are going to be at half of what last month shipments of about $1.6 B were (B $.8/1.6). Send those guys back to school with their 300% increase in sales. Zeev