Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DennisToo who wrote (88636)	6/30/2002 3:21:49 PM
From: orkrious	Read Replies (1) \| Respond to of 99280

dennis, the B/B has been going up for over six months, with no real increase in billings. Obviously, some new equipment is being delivered, but a good chunk of it is maintenance. I wonder if the billings will ever go up for this stuff, or are the orders going to just be pushed out? ork

To: DennisToo who wrote (88636)	7/9/2002 10:12:09 PM
From: Earlie	Respond to of 99280

Dennis: The B2B numbers are the work of a relatively new guy on the block. Besides which, over the last decade, how many times have we seen "revisions"? Intel has cut its capex already this year. AMAT is a good, well-managed company. It has solid technology and a decent balance sheet. Unfortunately, it produces equipment for a VERY cyclical industry that is entering a very nasty part of the sine wave.. I will buy it when it gets down to single digits,..... probably LOW single digits. Best, earlie