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

To: Alastair McIntosh who wrote (49020)	7/10/2001 9:23:06 PM
From: Katherine Derbyshire	Respond to of 70976

>>Not to be picky, but in July 1998 the SOX made a double top at about 278. It declined a further 35% to the Oct. low. I think that we may see a similar pattern this year. << Sorry, I should have been more precise. July 1998 was close to the bottom in market conditions. The bottom in book-to-bill happened in August, and the bottom in equipment bookings happened in September. See chart at thinfilmmfg.com Financial results would have lagged these numbers by a few months, but the "insiders" knew what was happening. That may be why it only took until October to put in the stock bottom. Katherine