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

To: John Trader who wrote (48343)	6/22/2001 12:51:27 AM
From: Sun Tzu	Read Replies (1) \| Respond to of 70976

OT -- GLW If I were you, I'd look at the Lucent fiber cable unit and compare that (as a business) to GLW. Then use its sale value to figure out how much GLW is worth. If you do go through the exercise, I'll be curious to know what you find. ST

To: John Trader who wrote (48343)	6/22/2001 1:33:54 AM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

RE: "Please let me know if you see it more clearly than I do." Geez, I'm still trying to figure out Stanley T. Myers' (president and CEO of SEMI) BTB comment: "It is likely that the prospects for sustained year-over-year improvements in monthly shipments are three to four quarters away." If we were to assume that Stanley is referring to the 3-month B2B average shipments number, then... 3 quarters from now (Feb-02), shipments will surpass the previous year's (Feb-01) shipments of $2279.3 or... 4 quarters from now (May-02), shipments will surpass the previous year's (May-01) shipments of $1515.2 So, if I'm not missing something here, either shipments will be flat 1 year from today or they will grow 50% in 9 months. Thanks for narrowing that down Stanley. __________ RE: "That was a very negative article." You really didn't expect AdvocateDevil to post a positive article did you! <g> AdvocateDevil