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To: MythMan who wrote (251504)7/22/2003 4:32:11 PM
From: yard_man   of 424233
 
biz.yahoo.com 

>>and the company's expectation that there will be no significant industry recovery during the remainder of 2003<<

They say their book-to-bill jumped above 1 but lookie

>>Cymer calculates its book-to-bill ratio utilizing bookings and revenue from systems, spare parts, consumables and upgrade kits only; service and R&D contract revenue are not used in the calculation.)

and

>>Non-systems product revenue, which consists of upgrades, consumables and spare parts and service, represented 42 percent of second quarter 2003 revenue -- the highest level ever in the company's history -- compared to 35 percent of first quarter 2003 revenue.

now with the rev drop -- look at how much of that drop was from systems. wow.

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To: B.REVERE who wrote (251513)7/22/2003 4:32:13 PM
From: Bid Buster   of 424233
 
What anzn longs don't know is the 2 bln in debt due in '08...jogging my memory here but i think amzn needs to earn .40 gaap every qtr to be able to service their debt.

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To: yard_man who wrote (251514)7/22/2003 4:33:53 PM
From: MythMan   of 424233
 
stock flat in AH's. It doesn't matter. Prems were stiff on that one.

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To: B.REVERE who wrote (251513)7/22/2003 4:37:01 PM
From: UnBelievable   of 424233
 
AMZN Now Up 2.40 From Close

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To: patron_anejo_por_favor who wrote (251497)7/22/2003 4:37:44 PM
From: ild   of 424233
 
the banksters have successfully convinced the public that strong dollar is good, weak dollar is good, low interest rates are good, high interest rates are good, earnings miss and warning is good, no matter what happens everything is good

there hasn't been a nationalistic media manipulation like this since the Soviet empire and Goebbels

if you would have told me NVLS warned four times since Oct and doubled I would have laughed. But the bastards did it.

finance.messages.yahoo.com 

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To: ild who wrote (251518)7/22/2003 4:46:04 PM
From: patron_anejo_por_favor   of 424233
 
He's right, you know....<G>

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To: yard_man who wrote (251514)7/22/2003 4:46:40 PM
From: MythMan   of 424233
 
stock getting bid up at the moment. LOL

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To: B.REVERE who wrote (251513)7/22/2003 4:50:04 PM
From: Secret_Agent_Man   of 424233
 
we gotta retest da highs man before we see da lowz AMZN to
40- err Infinity and Beyond!

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To: ild who wrote (251518)7/22/2003 4:55:56 PM
From: B.REVERE   of 424233
 
The only way the 44 trillion debt gets paid off is by massive inflation and a crashing dollar. The bond market knows it and the rise in long term rates will cause the refi market to blow up. When that happens, the consumer is tapped out, and the next great depression begins in earnest. Disc: spx jun750 2004 puts.

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To: MythMan who wrote (251520)7/22/2003 4:59:13 PM
From: patron_anejo_por_favor   of 424233
 
I Asked Jeeves...he said "shorts are farked!"

4:40pm 07/22/03 [ASKJ] ASKJEEVES Q2 EARNS 10C VS. LOSS 8C
4:40pm 07/22/03 [ASKJ] ASKJEEVES EXPECTS Q3 EARNS 26-33C

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