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

To: advocatedevil who wrote (10169)	6/17/2003 11:42:30 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 95521

>> so I'd be surprised if we'll see significant reaction in the AM AD, Oh, you're just saying that so the bulls can be lulled into walking calmly like sheep into the packing house. Seriously, I think the $751m bookings and the $840m billings have to be placed in the context of inventories and final sales to end users. I have no idea how to figure those out except as the revenue and inventory figures of electronics retailers like Best Buy or Circuit City. Are these among your indicators, or do you decide the day's short based on something more scientific and relevant - like wind direction and velocity. Sarmad