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

To: Gottfried who wrote (48370)6/22/2001 3:55:56 PM
From: StanX Long  Respond to of 70976
 
As I mentioned in the past, Gottfried's data / charts suggests July through September is the bottom.

Stan



To: Gottfried who wrote (48370)6/22/2001 4:19:45 PM
From: Ian@SI  Read Replies (2) | Respond to of 70976
 
I think we probably already saw the orders bottom in May. June will be up. July will be down from June but up from May. And I suspect that this year will be an anomaly in that the lowest BtB for the year has already been seen.

Ian


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