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

To: Gottfried who wrote (50947)	8/21/2001 10:30:07 PM
From: trilobyte	Respond to of 70976

Hummm! The age of the free internet is definitely over if you now refuse to post your charts!! Seriously, thanks, Gottfried for posting the one up. To further expand on my previous point: Last month of yearly decrease in bookings 1995: August. 1996: September. 1997: increased until November, then down. 1998: October. 1999: September. 2000: increased until September, then down. 2001: April. In 1995, 1996, 1998, 1999, I'd argue we saw "normal" seasonality. 1997 and 2000 were boom years preceeding the bust. The slow increase in orders during the last few months suggests we're at unsustainably low order rates as we're in a very unusual situation, caused by the precipitous fall in orders starting 10/2000. I guess every cycle has it's own peculiarities. Trilobyte