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


To: Gottfried who wrote (54029)10/10/2001 12:02:34 PM
From: Cary Salsberg  Respond to of 70976
 
Nothing to be sorry about! I made the same mistake a while back.



To: Gottfried who wrote (54029)10/10/2001 12:24:01 PM
From: Ian@SI  Read Replies (2) | Respond to of 70976
 
G.,

Did you notice that LRCX reported a BtB > 1 for the Q just reported ($140M bookings on about $130M shipments)?

Any significance based upon your reading of the charts? Or is 1 point from a player as small and focused as LRCX just not necessarily indicative of anything?

Curious about your thoughts. ... or Cary's should he wish to provide any.

Ian