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


To: Cary Salsberg who wrote (62875)4/15/2002 9:22:38 PM
From: Kirk ©  Read Replies (1) | Respond to of 70976
 
The pace is probably some delayed orders customers were holding back until their business looked better. If they were accounted for in a "normal" way, then perhaps Gottfried's Bookings chart would have shown a smoother decline
suite101.com
We might get a fast increase for a few months then it will slow and people will debate if the orders will roll over or if they are now just back on the normal path. (just smoothing out the graph in essence.)

Kirk



To: Cary Salsberg who wrote (62875)4/16/2002 2:12:29 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 70976
 
AMAT shorting plan:

Message 17337940