Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.31

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3:59 PM EST

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To: Cary Salsberg who wrote (36047)	7/25/2000 5:55:46 PM
From: Ian@SI	Read Replies (2) of 70976

Cary, You follow more of the backend than I, so that may be the cause of our differing perspectives. However in the case of KLIC, I believe their btb for the quarter was about 1.04 or 1.05 with much of those orders scheduled for delivery in the current quarter. Clearly that's a slowing in the growth rate from a couple quarters ago. IMO, that slowing growth rate is a must and not significant to assessing the chip or the chip equipment sector's outlook. The magnitude of equipment being ordered, shipped and committed to production is indicative of huge growth in consumer demand for chip based products. And if you listen to Mitch's final comments in PRIA's conference call, you'll find another CEO who thinks this ball game is just getting started. Ian.

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