Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

Nov 19 3:59 PM EST

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To: Big Bucks who wrote (17498)	3/11/1998 11:18:00 AM
From: David Rosenthal	Read Replies (1) of 70976

BB, Aseco warned yesterday and they are in the back-end. Their news release reads like orders have dropped-off drastically since their earnings announcement a month before. Last B2B was slightly under 1 with ~110% back-end and ~90% front-end. If Aseco is representative, there is a good possibility that next B2B drops dramatically (though tempered somewhat by moving average). This is something to be aware of. Dave

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