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Politics : Formerly About Applied Materials

AMAT 328.51

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To: Gottfried who wrote (42364)	2/19/2001 11:43:21 PM
From: Donald Wennerstrom	Read Replies (1) of 70976

Gottfried, Tomorrow we are supposed to have another data point in the book-to-bill saga. At least that is what they were indicating when they issued the last report. The data are contained in a monthly Express Report published by SEMI that tracks shipments and orders worldwide of North American-based manufacturers of equipment used to manufacture semiconductor devices, not shipments and orders of the chips themselves. The January 2001 Express Report is scheduled for publication on February 20, 2001 (subject to change). Don

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