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Post# of 704049
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Joe Stocks

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Joe Stocks

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Re: opnion post# 207556

Friday, 02/20/2004 8:58:55 AM

Friday, February 20, 2004 8:58:55 AM

Post# of 704049
The B2B for January is an average of the last three months. My point was that October dropping off could just as easily affect the B2B as January being added. From what we heard from AMAT about Capx being increased, January could have been a great month with the new budject expenditures for this year.


Joe

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