Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.21

-4.0%

Dec 12 9:30 AM EST

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To: Andy Yamaguchi who wrote (31987)	8/17/1999 6:07:00 PM
From: William Griffin	Read Replies (3) of 70976

They did not say bookings have peaked. They said that over the next two quarters there will be a plateau while customers digest the rapid growth that has occurred during the last 3 quarters. They also said that bookings would increase sequentially in Quarter 4 vs Quarter 3. They said that the bookings for this quarter were slowed because many decisionmakers are on vacation this time of year, especially in Europe, and even the US. Not sure if I buy this argument. Anyone else have an opinion on this? Has this occurred before? Seems like it would be a reoccurring thing if valid.

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