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

To: Tito L. Nisperos Jr. who wrote (49195)	7/16/2001 9:58:32 AM
From: michael97123	Respond to of 70976

""Yesterday, my favorite CEO gave another Gem: --- He said in an Interview on CBS MarketWatch with Renay San Miguel (formerly of CNBC) something like ... all the CEO of Chip Makers are going to do is sign the papers to Order equipments ... past experience tells us that when Orders Come they come All at the Same Time ..." Bolded print indicates exactly what i see coming as well in my own industry. Orders will come all at once and now there still is no visibility. A gold rush in the making perhaps?