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Politics : Formerly About Applied Materials
AMAT 322.73+6.2%Feb 6 3:59 PM EST
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To: Gottfried who wrote (32164)8/20/1999 8:48:00 AM
From: Ian@SI  Read Replies (3) of 70976
 
G.,

Thanks for adding some mathematical precision to the amount of the revisions in orders and shipments on a month to month basis.

It further adds to my belief that reacting to the SIA and SEMI releases as if they were gospel is just downright foolish.

FWIW,
Ian.

NOTE3: Ian, May bookings went from 1471 to 1514 [revised]
June bookings went from 1449 to 1526 [revised]
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