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

To: Challo Jeregy who wrote (80904)	6/18/2002 6:15:31 PM
From: SirRealist	Read Replies (1) \| Respond to of 99280

Message 17620204 Besides INTC & AMD, ORCL & CIEN guided lower... Message 17620159 Expect whipsaw actions in gold, SOX, NASDy etc.

To: Challo Jeregy who wrote (80904)	6/18/2002 6:45:27 PM
From: Zeev Hed	Read Replies (4) \| Respond to of 99280

I did not expect the booking to be that high nor the billings to be that low (I was using $1 B and $.88 B respectively). The bookings are definitely a surprise, but on the down side, the billings are not advancing that much. In AH this figure does not seem to impress the semi-equip at all. However, the fact that booking are advancing nicely, could put a floor on the Sox above the 365 which I felt would be the low on the next swoon, possibly much higher, and that might have a secondary influence on the bottom of the Nassacre as well, I have not yet managed to determine how much. The news is somewhat mixed (good booking, mediocre billings), and is pretty close to what I had for next month (1.28)), that might be the reason the semi are not reacting too favorably. It is interesting that these data are no longer edited and have been compile by a new one man organization, I wonder how solid and reliable are these numbers? Zeev