Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 9:30 AM EST

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To: jtechkid who wrote (18453)	4/2/1998 8:15:00 PM
From: David Rosenthal	Read Replies (2) of 70976

jtechkid, I am constantly amazed. I just read more "happy talk" following KLIC's announcement. I wonder if people are even looking at the size of that cancelled order. That is 100 bonders! I don't know what they cost but lets say for arguments sake that they are $500,000 (just a guess. Does someone have a more accurate figure?). This makes it 50 million of revenue lost. This is 40% of their revenue for a quarter. And this is just one customer. Personally, I am floored by the size of the cancellation. This recent tech run is pure momentum and liquidity-based so all I can say is watch out when the sentiment turns, which could be tomorrow. Dave

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