Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 232.38

+3.2%

2:25 PM EST

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To: Teri Skogerboe who wrote (17838)	3/18/1998 5:15:00 PM
From: Ian@SI	Read Replies (2) of 70976

Teri, I definitely wouldn't want to "twist your post". However, you should keep in mind that the current numbers in the Book to Bill are Preliminary. They're called preliminary because all companies haven't yet reported their bookings/billings. Next month, revised numbers will be issued and the month after that final numbers will be issued. For anyone to look at a single inaccurate datapoint and treat it as if it were a god given indicator of the equipment industry is almost as ridiculous as Aki worrying about AMAT because MTSN warned. AMAT spilled more on its anniversary party than MTSN earned during the past couple years. Nevertheless, all of us know, and most of us accept that the sector is in the middle of a major slowdown of unknown duration. Ian.

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