Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 240.80

+4.6%

Nov 5 3:59 PM EST

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To: Gottfried who wrote (35497)	6/20/2000 8:27:00 PM
From: Justa Werkenstiff	Read Replies (2) of 70976

G and All: Semi Equip. BTB at 1.30. Business is healthy but numbers may fall short of expectations. In a market where revenue momentum rules, these numbers may not make the grade. Last month's bookings written down from 2731 to 2710 B. Not good when we have grown accustomed to write ups. Shipments written up from 1928 to 1985 B thus putting pressure on BTB. So last month's BTB written down to 1.37 from 1.42. Sequential bookings growth of a little over 1% this month at 2745 from 2710 B (again, after being revised downwards). This slowing sequential growth and downward revision could be a red flag to some investors: semi.org!OpenDocument

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