Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 266.54

+4.6%

3:46 PM EST

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To: Jacob Snyder who wrote (54528)	10/23/2001 7:29:50 PM
From: Zeev Hed	Read Replies (1) of 70976

Jacob, anyone care to guess how much of this $644 MM are service contracts? CYMI last Q included 32% of sales as parts and service contracts. At this booking rate it seems only INTC is booking new equipment (g). Which is kind of bullish, since sooner or later the rest will have to join the party (GG). Zeev

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