Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul V. who wrote (57853)	12/20/2001 1:50:08 AM
From: advocatedevil	Respond to of 70976

Paul, There has been increasing commentary that the BTB number may not be meaningful due to SAB 101 guidelines. I'm in that camp. I'll focus on the shipments number and I'm hopeful the market will react accordingly. I continue to believe we're bouncing along the bottom here and I doubt we'll see any significant change in orders. We know we have the large AMAT China order still in the average from October, and I suspect the AMAT TSMC order will be added for November. Perhaps that will be enough to keep the average close to unchanged. (BTW, I wasn't aware of all the stats you've been maintaining. I appreciate your contribution. Thanks for enlightening me.) AdvocateDevil