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: Math Junkie who wrote (40008)	11/26/2000 9:24:09 PM
From: Gottfried	Read Replies (1) of 70976

Richard, >Flat bookings, if continued, would mean that the only potential sources of earnings growth would be price increases and reductions in cost< E growth could come from higher shipments. I don't know if that is feasible for Applied, but the backlog is there. Higher shipments with flat bookings would lower btb and the $treet would probably focus on that, rather than the higher E caused by higher shipments. So, we can't win. :( Gottfried

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