Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.69

+4.8%

10:51 AM EST

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To: Kumar Nathan who wrote (4413)	5/13/1997 11:30:00 AM
From: Rob-Chemist	of 70976

Isn't a book to bill of 1.25 a bit optimistic? The numbers from SEMI indicated that the book to bill for US front-end equipment were near 1.0 for Feb and were slightly above 1.0 for March. Given the dominant postion of AMAT in front end equipment, with the exception of lithography, a book to bill of 1.25 would require either extraordinarily high orders in April (perhaps double those of March), or extremely poor sales in April. I thing both of these scenarios are rather unlikely. Based on what other front end companies have reported (SVGI, UTEK, LRCX, NVLS), I would guess at a book to bill of 1 - 1.05 with total orders between 840 - 940 M.

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