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Politics : Formerly About Applied Materials

AMAT 230.17

-1.4%

Nov 7 9:30 AM EST

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To: Ian@SI who wrote (54033)	10/10/2001 12:32:24 PM
From: Cary Salsberg	Read Replies (1) of 70976

Ian, Industry bookings, 3 month moving average, have been flat for, what, 4 or 5 months. It is not surprising that shipments reach booking level. Since shipments are current quarter and bookings are for up to 12-18 months out, slight variations of BTB about one are probably "noise." They did say bookings were down 25% from the previous quarter. Did they give guidance for the Dec quarter? Cary

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