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

To: Kirk © who wrote (56058)	11/21/2001 9:10:47 AM
From: michael97123	Read Replies (1) \| Respond to of 70976

Kirk, Like Morgan says the orders will all come at once. I am hoping this starts early 2002. I am in the financial services industry and our big orders(and these are ones that should have closed months ago) are beginning to finally get signed. Many letters of intent out there as well. My guess is that for the reason you mention, regarding about not having the goods clients will be demanding in the next cycle, new orders should start happening sooner rather than later. But right now, visibility only is a hunch and CW says the opposite. mike