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Semi-Equips - Buy when BLOOD is running in the streets!
An SI Board Since June 1996
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10921 222 0 LRCX
Emcee:  Cary Salsberg Type:  Unmoderated
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9421Any opinions on how today's guidance from AMAT compares to the guidance giveQ.-1/30/2001
9420Not more <b>rigor</b>, Ian, more <b>vigor</b>. <gg>Sam-1/24/2001
9419Sam, Fabulous response, best laugh I've had this week. You wouldn't, pIan@SI-1/24/2001
9418<i>Soros, unlike pretty well every poster I've seen at SI.., also beliscott_jiminez-1/24/2001
9417<<Soros, by believing that the market is always wrong, then trying to deteSam-1/24/2001
9416G., The easiest way to make outsized returns is to correctly buy when the marketIan@SI-1/24/2001
9415Richard, You may find that there are readily available indicators of "blooIan@SI-1/24/2001
9414Ian, take another look at the title of this thread. It's about determining wMath Junkie-1/24/2001
9413<i>The most important thing in my opinion remains the prospect for growth Jerome-1/23/2001
9412Ian, I can't argue with your approach as I used to feel that way myself. LatGottfried-1/23/2001
9411G., Based upon my personal results, I completely disagree with the statement, Ian@SI-1/23/2001
9410Ian, ><i>I fail to see the significance obtained from looking backward Gottfried-1/23/2001
9409There is no argument about the decline in both bookings and billings. I've Ian@SI-1/23/2001
9408I don't think that precision is particularly necessary in the current situaMath Junkie-1/23/2001
9407John; <How stocks might react to that news is hard to imagine. Lately they&#John Stewart-1/23/2001
9406Scott, do you know where the Yahoo poster gets the front/back end breakdown? GoGottfried-1/23/2001
9405A nice breakdown of front-end vs. back-end... messages.yahoo.com The assembly scott_jiminez-1/23/2001
9404And of course, you're not aware that the Prelim number may be revised up, doIan@SI-1/23/2001
9403You're right. The October bookings were revised downward, which made the perMath Junkie-1/23/2001
9402re. <<we're seeing a much more sustainable level >> (of bookingsQ.-1/23/2001
9401And the equipment stocks are reacting as expected following such bad news... Moscott_jiminez-1/23/2001
9400You;re comparing a Preliminary with a Final number - not usually a good thing Ian@SI-1/23/2001
9399Looks like bookings for December were about 18% down from their October peak.Math Junkie-1/23/2001
9398Book to Bill 1.03 Bookings fell to $2461.5 million Billings fell to $2380.0 milMath Junkie-1/23/2001
9397LRCX cc to begin at 4:30 today biz.yahoo.comQ.-1/23/2001
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