Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: 16yearcycle who wrote (32921)	10/22/1999 3:09:00 AM
From: KLINVESTOR	Read Replies (1) of 70976

September BTB of 1.08 is great as far as I am concerned. It is important to note the revision to prior bookings that has been taking place for the past few months. With this current report the August Bookings were revised up $90 million or so and if next month the September bookings are revised up in that range the new order bookings would be higher than the currently reported peak a few months ago. Given the earthquake and the slight downward trend of new bookings taking place for the past few months this report is good news. With the higher DRAM pricing and other tight semi markets we should see a new round of higher equipment orders soon and where we are at now is a good base to start from. Good luck.

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