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


To: Return to Sender who wrote (6272)10/18/2002 10:33:44 AM
From: Alastair McIntosh  Read Replies (2) | Respond to of 95473
 
RtS, Gottfried on the AMAT thread tries to put a positive spin on the number:

Billings held up, bookings did not. Remember past cycle history [the dip/plateau in mid-cycle] before despairing. :)
More often than not September has been the worst month for btb.


Message 18127913

Alastair, I was hoping that some of those who are still quite bullish would weigh in on their opinion(s) of the btb and perhaps admit to being shocked at the number.