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Politics : Formerly About Applied Materials
AMAT 235.24+4.5%3:59 PM EST

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To: Big Bucks who wrote (15230)2/1/1998 1:04:00 PM
From: Chuck Williams  Read Replies (2) of 70976
 
Whoa! Wait a minute. How much more critical do we need to be? With a Book to Bill of over 1.0, I'd say demand is there.

Are you suggesting demand will fall off near term (i.e., a B to B under 1.0) before we reach 'critical mass' again?

Chuck
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