Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: Jacob Snyder who wrote (39994)	11/26/2000 4:27:59 PM
From: Ian@SI	Read Replies (3) of 70976

Why? Bookings are expected to be flat at RECORD levels which are more than double the bookings at the last trough. This strikes me as a much healthier bookings pace; and good for the longevity of the current cycle. Ian. +++++++++++ re: I am conflicted between Morgan's discouraging earnings guidance and the increase in orders reported with the last Book to Bill. Me too.

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