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To: Lizzie Tudor who wrote (10892)	3/20/2002 7:42:10 PM
From: brushwud	Respond to of 57684

you wouldn't happen to know what the trend was in the btob last cycle... should we expect a pop above 1 some month unexpectedly if there truly is a recovery? Or is this slow upward trend the typical norm? There are posters on the AMAT thread who know the history better. Anything below 1 basically means business is crummy. When it gets there, I think it will have been long-awaited rather than unexpected. The averaging aspect of the SEMI ratio does tend to low-pass filter it, slowing the trend.