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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Investor2 who wrote (5505)	6/13/1998 4:04:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 42834

i2, amat's current btb is 0.58. companies in korea and and the micron's of the world are going to wake up one of these days and realize they are 12 months from total insolvency. you are right about the btb not dropping that low b/c the bill part of the equation will plummet as well as the book part. i think orders alone may reach 0.2 of prior levels. that is what i was trying to communicate. this glut has only just begun, imho. it will get worse before it gets better. much worse.