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

To: Gottfried who wrote (57967)12/20/2001 6:21:59 PM
From: James Calladine  Read Replies (1) | Respond to of 70976
 
btb(from Briefing)
<<<18:15 ET Semi Equip Book/Bill : The Semi Equipment and Materials Intl's semi equipment book/bill ratio rose to 0.73 in November from 0.72 in October, close to most market estimates. However, the actual level of bookings fell to $612.3 mln from $647.1 mln (shipments fell at a faster clip). This is a new low for the cycle and calls into question the assertion that the industry hit bottom in Q3.>>>
Namaste!
Jim



To: Gottfried who wrote (57967)12/20/2001 7:14:50 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 70976
 
OT TXN: Yes, you're right, the downsloping trendline hasn't been broken yet. I'm making the bet that we are close enough to the bottom, in TXN, that I can add now, sell the next rally, and lower my cost basis. And, if I'm wrong, then I just hold and wait.


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