Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 327.03

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Jan 16 3:59 PM EST

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To: Ian@SI who wrote (592)	11/20/2001 8:14:08 PM
From: Proud_Infidel	Read Replies (1) of 25522

6:19PM Semiconductor Equipment Book-to-Bill : North American-based manufacturers of semiconductor equipment posted $651.1 million in orders in October 2001 and a book-to-bill ratio of 0.71. This was slightly better than Briefing.com's consensus estimate of 0.68 (three analysts). The bookings figure is 5% above the revised September 2001 level of $619.2 million and 78% below the $2.99 billion in orders posted in October 2000. While the nominal level on orders remains low, the overall report was better than expected. Sequential order growth for the month at 5% exceeded each of our analysts' estimates, two of which were expecting a 7-8% contraction. Also..... 7:19PM TriQuint Semi (TQNT) 19.55 -0.88: On a conference call today, company says it continues to expect Q4 sales within the range of its prior $75-80 mln estimate, although revenue will be at the low end this range, as reported by Reuters.

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