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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 226.05+1.3%Nov 14 9:30 AM EST

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To: Proud_Infidel who wrote (1533)7/15/2002 10:25:28 PM
From: Gottfried  Read Replies (2) of 25522
 
Brian, thanks for that pushout post. If true, the market will probaly react negatively. Has there ever been a time when some pushouts have not occurred? I know you don't have that information, but it would be of interest to know what % of bookings are subject to pushout. We do know that cancellations are accounted for by SEMI when they publish new bookings.

Gottfried
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