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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: XBrit who wrote (5436)9/18/2002 6:28:33 PM
From: michael97123  Respond to of 95411
 
ExBrit
Pitzer had $1-$1.05 vs $1.14. Using the midpoint he was wrong by 12+ cents. The fact that the prior month was adjusted up is a good thing,no?? I understand your point but i think the more meaninful point is that we got 2 better months than that analyst thought. mike



To: XBrit who wrote (5436)9/18/2002 6:49:31 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95411
 
It has been my experience that almost every month the Bookings and Billings from the prior month(s) have been adjusted, up or down. It seems to me, that trying to predict this months BtB using data from the previous month(s) that is going to likely change, is like "blowing in the wind". You never know what you might get back.<gg>

Don


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