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Politics : Formerly About Applied Materials
AMAT 238.95+1.6%10:40 AM EST
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To: Gottfried who wrote (17837)3/18/1998 11:33:00 AM
From: David Aegis  Read Replies (1) of 70976
 
GM--Any chance of getting a chart on absolute booking and billing numbers? From the B2B press release "Three-month average shipments decreased in February to $1.4 billion, 4 percent below the January level but up 38 percent from February 1997, SEMI said."

I think the ratio tells us a lot, but does not tell the whole story. Also, does anyone have a breakout between front and back end B2B?

Thanks.

--David
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