Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 326.87

+1.3%

11:36 AM EST

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To: Ian@SI who wrote (32161)	8/20/1999 12:20:00 AM
From: Gottfried	Read Replies (1) of 70976

Ian and all, updated SEMI and price charts... SEMI btb/orders/shipments geocities.com:80/WallStreet/5464/eqporders.gif AMAT price vs SEMI orders geocities.com:80/WallStreet/5464/amat_prc.gif KLIC price vs SEMI orders geocities.com:80/WallStreet/5464/klic_prc.gif KLAC price vs SEMI orders geocities.com:80/WallStreet/5464/klac_prc.gif NOTE: prices are daily close. SEMI orders on the price chart are plotted on the day they were announced. Thus the July'99 SEMI orders are plotted on August 19., when we first got them. NOTE2: Ian, I don't really know when the paid SEMI report is issued. I made an assumption, but may be dead wrong. NOTE3: Ian, May bookings went from 1471 to 1514 [revised] June bookings went from 1449 to 1526 [revised]

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