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Politics : Formerly About Applied Materials
AMAT 339.43+3.1%9:30 AM EST
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To: w0z who wrote (32111)8/19/1999 2:03:00 PM
From: Ian@SI  Read Replies (2) of 70976
 
Bill,

Orders that are received and provisioned during the quarters are not counted as "new orders". Rather they are only included in revenues.

I stand by my earlier statement. New orders received during the quarter are somewhere between $140M and $225M larger than reported during the conference call.

And I expect this "turns" business to continue. Chip makers want the capacity now, not 2 quarters from now.

Ian.
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