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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Math Junkie who wrote (7594)	1/20/1999 7:15:00 AM
From: w0z	Read Replies (1) \| Respond to of 10921

You mean that this is another "V-type" recovery? ...or is it just a "U" on steroids? The latter is more politically correct and will allow many so-called gurus to save face! :-)

To: Math Junkie who wrote (7594)	1/20/1999 9:31:00 AM
From: Kevin Hay	Read Replies (2) \| Respond to of 10921

re: <<12% increase in bookings, if continued at that rate, would be an annualized rate of increase of 290 per cent!>> =-=-=-=-=-=-=-= and to look at the denominator... ------- Three-month average shipments in December 1998 were $924 million. The figure is one percent below the November 1998 level, and is 41 percent below the December 1997 level. ------- With the lack of increased cap ex being announced I'd say btb is pretty close to where it'll be for a while. -Kevin