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

To: Proud_Infidel who wrote (49818)	7/26/2001 12:37:51 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

Brian, And while US regs may not apply to TSMC, certainly they do to US companies and their CEO's so they need to be doubly cautious. Of all the chatter on this board, Morgan's quote that all the orders will come in at the same time rings true to me. Anyone who has been in business, whether large or small, always has a comment about the "feast or famine" syndrome. mike

To: Proud_Infidel who wrote (49818)	7/26/2001 12:46:55 PM
From: Kirk ©	Respond to of 70976

They are always extremely cautious in their predictions and the upward move usually catches them offguard. Agree. The news from TSMC seems to be HUGE to me. Also, Gottfried's charts sure show the Book2bill is up two months in a row and bookings have turned flat. Shipments usually turn soon after this. suite101.com The charts also show that AMAT should already have the bottom in by now if B2B bottomed suite101.com "The accuaracy of their predictions for the speed of the recovery can ONLY be exceeded by their accuracy in predicting the downturn in semiconductor orders" and you can quote me if you wish! <VBG> Kirk