Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.21

-4.0%

Dec 12 9:30 AM EST

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To: Fred Levine who wrote (35855)	7/22/2000 5:12:14 PM
From: Math Junkie	Read Replies (1) of 70976

Fred, I was talking about ABSOLUTE bookings, not BtB. My source is Gottfried's chart: geocities.com The month-to-month growth rate can be seen from the slope of the blue part of the graph. As you can see, there was a significant reduction in slope starting about April. I'm not saying the industry is going into a slump, just that the current stock price weakness, relative to April, is not as incomprehensible as some people think.

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