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Politics : Formerly About Applied Materials
AMAT 319.11+5.7%3:59 PM EST

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To: Proud_Infidel who wrote (21438)7/10/1998 5:48:00 PM
From: Big Bucks  Read Replies (2) of 70976
 
BK,
So what makes you think the B2B will be that high? Sounds like it
may drop to .78 or so due to all the order cancellations/delays
by Japan/Taiwan/US companies. We could see a B2B as low as 0.60 as
things get worse, probably by Oct (this is just a WAG) but wouldn't
surprise me in this economic/business environment.

BB
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