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Politics : Formerly About Applied Materials
AMAT 260.77+0.2%Dec 24 12:59 PM EST
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To: Gottfried who wrote (48235)6/20/2001 4:00:33 PM
From: Cary Salsberg  Read Replies (1) of 70976
 
In my BTB post, I confused AMAT order falloff numbers and the booking numbers.

I said orders were down 60% from the peak. I believe AMAT's peak was ~$3B/quarter and the last quarter was ~$1.2B. The data listed shows orders down 76%.

If my prediction of a 5% order decrease holds and reveues fall 25%, up from 17% last month, the BTB will be .54 instead of my original prediction of .64.

I said I would be surprised at an order falloff greater than 70-80%, but I think I will up it to 75-85%.
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