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

To: Robert O who wrote (50925)	8/21/2001 6:22:48 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

"OY at 2.5 k shares one of these days I'm going to learn how to take a small gain." I will never take a small gain. I cant take a loss. I cant take a gain. Probably shouldnt be doing this at all. Waiting for a recovery that might still be 9 months away. That means at least 3 more months of this and if we get into panic mode in october........you can fill in the rest. I hope I am wrong. Market must be oversold if that much used word has any meaning so we will get a rally but beyond that i dont know.

To: Robert O who wrote (50925)	8/21/2001 7:07:22 PM
From: advocatedevil	Respond to of 70976

Well it appears the book-to-bill bookings rose slightly this month, but remained in the range of noise at 764. IMO, there is no indication of any change in status for the sector. Next month the numbers could just as easily move back down a tad as we bounce along the bottom. Still, I suspect we'll likely see some SCE stock price appreciation tomorrow as a result of the report coupled with the other tidbits of positive news we're seeing since the close this evening. AdvocateDevil