Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.34

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Nov 28 12:59 PM EST

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To: Darin who wrote (8633)	10/16/1997 11:23:00 AM
From: John E. Rylander	of 70976

It is strange, but a great buying opportunity, it seems. (Unless there's some big bad news I don't know about.) This from today's WSJ Interactive Edition (were people disappointed that the news wasn't good enough??): N. Amer Chip Equip Indus -2: 3-Mos. Avg. Bookings Rose 125% Dow Jones Newswires MOUNTAIN VIEW, Calif. -- The North American semiconductor industry posted a September book-to-bill ratio of 1.07, as reported by Semiconductor Equipment & Materials International, an industry trade association. A book-to-bill of 1.07 means $107 in semiconductor equipment orders were received for each $100 worth of products shipped. Three-month average shipments rose 46% in September to $1.6 billion from a year ago. The shipments were 6% above August 1997 levels. Three-month average bookings rose to $1.75 billion, a 125% increase from a year ago. Bookings were up 4% from August 1997. The trade association said orders have climbed about 5% a month for the last eight months. An analyst for the group said there are "price pressures in the semiconductor business, especially in DRAMs, and manufacturers are upgrading their processes at a rapid pace in order to remain profitable."

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