Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Earl Graham who wrote (14892)	1/20/1998 5:04:00 PM
From: Toby	Read Replies (1) of 70976

On the other hand, if btb is .98, and you have a 6 month backlog already, why hold back? At this btb, assuming AMAT only cuts the industry average, it would take years to work off a quarter's backlog. Holding back makes no sense to me.

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