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

To: Jerome who wrote (48865)	7/8/2001 9:01:52 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Jerome, re >The recovery that we were all planning on in Jan. & Feb. now seems further away than it did six months ago. Do any of the AMAT bulls really believe that the investment community will be thrilled with the BTB ratios that will be here in two weeks?< Back in Jan. I thought orders would bottom in June [I think]. We don't have the June numbers yet. The big boys know about the cycle and should not be surprised by the btb to come. Yet, they have lost some enthusiasm judging by the price action. I thought you seek volatility? Gottfried