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

To: Sam Citron who wrote (59194)	1/23/2002 1:10:48 AM
From: advocatedevil	Respond to of 70976

RE: "How much of a rise in bookings would it take to convince you that we have seen the bottom and that things are improving?" Interesting question. Off the top of my head, my initial response would be to say I'll know it when I see it. It's not just the bookings number, it's of course that number combined with all other semi-equip information available at that moment in time. Today, I'm thinking we're still bouncing along the bottom and next month's BTB bookings number could easily go back down a bit. However, I think that if bookings rose back to back to let's say $700 million (another 7%) next month, not only would I be surprised, but I'd have to seriously consider that an uptrend may be in the works. AdvocateDevil