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


To: michael97123 who wrote (49828)7/26/2001 1:45:07 PM
From: Gottfried  Read Replies (2) | Respond to of 70976
 
Mike, another topic: someone laid out the possibility the SEMI orders could take a step down after being flat for 3 months. I didn't expect 3 months of flatness, but it happened. Why not another step down? Orders stand at $700m now. The '98 bottom was <$500m.

Gottfried