Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: orkrious who wrote (56040)	11/20/2001 6:10:39 PM
From: advocatedevil	Read Replies (2) of 70976

RE: "It will be interesting to see how the market interprets the B/B" Orkrious, You might recall that during October, AMAT booked a significant $200 million order from Grace Semi for a foundry in China. If I recall correctly from the recent Applied CC, management commented that the order is not scheduled to begin shipping until next August, but was included in their current backlog numbers. It appears that the Grace order saved the October book-to-bill. AdvocateDevil

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