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Politics : Formerly About Applied Materials
AMAT 322.31-5.6%3:59 PM EST
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To: Paul V. who wrote (23099)8/19/1998 10:13:00 PM
From: Katherine Derbyshire   of 70976
 
>>Gottfried in his post and his chart shows that we are getting close
to the bottom in the BTB #'s.<<

Didn't someone call the bottom of the BtB in May, when it was 0.81?

That skepticism aside, we probably are getting close. At some point, orders may level off as shipments keep dropping. We are already below the '96 BtB bottom, but the drop in shipments has also been much steeper than '96.

Katherine
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