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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (68463)	5/16/2002 11:09:11 PM
From: Nancy	Respond to of 99280

Zeev, how do you figure out btb will be close to 1.2 ? based on amat's earnings ?

To: Zeev Hed who wrote (68463)	5/16/2002 11:14:30 PM
From: TREND1	Read Replies (1) \| Respond to of 99280

Zeev, that is a strange argument, you got this month's BtB right, so tell us what it is going to be next month so we will know to buy or to sell the techs? What is it going to be ? Larry Dudash

To: Zeev Hed who wrote (68463)	5/16/2002 11:59:44 PM
From: john722	Read Replies (1) \| Respond to of 99280

Although the 1.2 Book to Bill Looks Good, the Dollar amount of product shipped is down 50% From April last Year. From CBS Marketwatch: "Equipment makers in North America shipped $821.5 million of products, up from $797.6 million in March and down from $1.65 billion during April of last year". I love this game. Just buying CSCO and DELL at earnings for a ramp is getting to be a good game... I Think DELL said Rev's grew at 0.5% year over year (I wonder if they can sustain this growth going forward - LOL)......