Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 304.08

+2.2%

Feb 5 3:59 PM EST

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To: Gottfried who wrote (8058)	9/19/1997 3:14:00 PM
From: Kumar Nathan	of 70976

GM & Others: I am back. This is going to be my only hop. I share with Tito's postings. I lurked with other stocks and got severely burnt. May be because I didnt know that industry that well. I fully realize that my, so called specialty is semi-equip and I am going to stick with that. Sorry for not being in this thread for long and I will not move away from here. Thats for sure. GM you said that "moving average bookings to three-month moving average shipments. Shipments and bookings figures are three-month moving averages in U.S. dollars in millions". I believe book-to-bill # is also seasonally adjusted too. Just a clarifications. For the next few weeks I need to catchup with the reality and to review the past postings. Good to be back at my home thread. Regards Kumar.

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