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

To: Skeeter Bug who wrote (27296)12/20/1998 4:38:00 PM
From: Math Junkie  Respond to of 70976
 
Skeeter, I agree that you have to look at the underlying numbers of the Book-to-Bill ratio, and in fact I have been strenuously arguing exactly that point over on the "blood" thread. I also agree that it is useful to look at year-over-year results. History shows that in this industry, when the year-over-year results show strong growth, it is a good time to sell.



To: Skeeter Bug who wrote (27296)12/20/1998 5:17:00 PM
From: Math Junkie  Read Replies (2) | Respond to of 70976
 
Skeeter, did you happen to look at that table that Gottfried posted? It shows that the time when the year-over-year bookings were the most favorable was Sept-Oct '97, which was the worst time to buy semiconductor equipment stocks!


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