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


To: Gottfried who wrote (25505)10/19/1998 10:34:00 PM
From: Justa Werkenstiff  Read Replies (4) | Respond to of 70976
 
G & All: Pinch me. Book to Bill for September is at .57 compared with a .57 for August (revised). Total three month average bookings continues to drop through the floor at $476m. Amazing. NVLS did some work in this environment considering it will have a BTB above one in current QTR. Backend improves 4% supporting TER advance and is cited as possible leading indicator:

semi.org



To: Gottfried who wrote (25505)10/19/1998 10:53:00 PM
From: 16yearcycle  Read Replies (1) | Respond to of 70976
 
I would expect big profit taking Wednesday, after the super Tuesday reports. Not sure about tomorrow; I am tempted to buy every penny of msft I can and sell before 4:00 P.M. est. Everything else is doing a moonshot before e, except msft, so far. Yes, I know it is a total speculation, but I can save on the ticket to Vegas this way.