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

To: Ian@SI who wrote (48374)6/22/2001 6:26:55 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
From a reliable Yahoo poster >Bookings for back end equipment were $100.6 million while shipments were 235.0 This represented @ a 12% drop in averaged bookings over the prior month and a 16% drop in shipments.<
messages.yahoo.com

Read his next post, too.

G.



To: Ian@SI who wrote (48374)6/22/2001 7:15:12 PM
From: Sun Tzu  Respond to of 70976
 
Ian, you are right about KLIC and the back end, of course. And I am not short any equipment stocks. But I don't think a real recovery is possible without order increases at the back end. There is only so much that technology pilot projects can carry the front ends.

The most difficult thing is not figuring out the industry, but deciphering what is and is not priced into the stock. Personally I have lost more money being "right" than being "wrong".

ST


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