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Politics : Formerly About Applied Materials
AMAT 235.24+4.5%3:59 PM EST
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To: Ian@SI who wrote (17861)3/18/1998 7:17:00 PM
From: Teri Skogerboe  Read Replies (2) of 70976
 
Ian,

Re: "However, you should keep in mind that the current numbers in the Book to Bill are Preliminary."

I am totally aware that the numbers are "preliminary", as is everyone else in the world! This is more than obvious and basically, to use your phrase, "inane drivel".

Re: "Nevertheless, all of us know, and most of us accept that the sector is in the middle of a major slowdown of unknown duration."

Exactly. And most of the semi-equips are saying they have almost no visibility. Last time we encountered similar "no visibility" conditions, many of these stocks traded at ~ 1.0 times Sales. TS
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