Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 270.13

-1.8%

3:59 PM EST

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To: Katherine Derbyshire who wrote (35528)	6/22/2000 11:11:00 AM
From: Kirk ©	of 70976

Great explanation and I agree with your conclusions. That's what I think has happened this month. A B2B of 1.30 is still very very good. One way to look at this... with compounding, a Book-to-Bill of 1.3 means that a company can add 1 yr of shipments (AT CURRENT RATES!) to its backlog in about 3 months. That is incredible to me. 8) regards Kirk out

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