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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: Paul V. who wrote (59190)	1/23/2002 12:33:44 AM
From: advocatedevil	Read Replies (1) of 70976

Paul, I'm still dissecting the NVLS news and the BTB numbers, and haven't yet determined a course of action for how I may play it tomorrow. FWIW, here's a couple of my random thoughts tonight regarding the BTB: The 7% $43 million rise in bookings remains within the range of noise IMO. When bookings are this low, one single large order can easily impact the ratio. We saw a similar bookings pop in October from a low in September, only to be followed by a larger drop that wiped it all out plus some in November. And now, September has dropped out of the 3 month average, but not October which was the month when AMAT booked that large $200+ million order for GSMC in China. When October drops out next month, the average will be negatively impacted $64+ million as a result which may be difficult to make up. We're still bouncing along the bottom IMO. AdvocateDevil

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