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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (22357)8/1/1998 12:04:00 AM
From: Ian@SI  Read Replies (1) | Respond to of 70976
 
Zeev,

The interesting graph that Carl J shared with us was a plot of Y/Y changes in % IC growth. Without seeing the actual number series plotted, it's very difficult to know whether or not there was an anomaly last summer which is causing the down spike now. It's certainly interesting; but without seeing the underlying numbers, I'd be reluctant to base investment decisions on that "information".

FWIW,
Ian.