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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (5095)	1/21/2003 9:07:08 PM
From: Road Walker	Read Replies (1) \| Respond to of 25522

Lizzie, re: not a bad b2b... doesn't anybody care anymore? The bears would say, when nobody cares anymore, that's the time to buy, that the bear market is over. John

To: Lizzie Tudor who wrote (5095)	1/21/2003 9:24:54 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 25522

>> not a bad b2b... doesn't anybody care anymore? Lizzie, What was the number ? Isn't this the official thread for posting that ? I didn't see it. Sarmad

To: Lizzie Tudor who wrote (5095)	1/21/2003 10:19:23 PM
From: C_Johnson	Read Replies (1) \| Respond to of 25522

not a bad b2b... doesn't anybody care anymore? I would say that a lot of people care. Unfortunately many of them do not understand what is happening. The ratio (which is really meaningless without an analysis of the underlying numbers) beat many expectations because billings (shipments) dropped more than anticipated. Throughout the industry it was well understood that billings would be down in December because of all the holiday shutdowns. This is hardly a surprise. Do investors understand this? Given some of the historical trends one could speculate that bookings will improve until April and then they will fall until September/October. Also, there will probably be some pre-Chinese New Year buying so that may add a little more fuel to the fire. Last year bookings stabilized and rose modestly during the first two quarters but then they fell like a stone at the end of the year. Will that happen again this year? Hard to say. Makes you wonder though: What time frame are most investors looking at right now? The first two quarters of this year? The last two quarters? 2004? 2005? Right now they don't seem to like what they see. Carl