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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST

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To: Paul V. who wrote (22079)7/23/1998 7:45:00 AM
From: Ramsey Su  Read Replies (2) of 70976
 
Paul,

do you happen to have b-t-b data in dollars?

I am trying to quantify the magnitude of this downturn. Theoratically, b-t-b may be heading up this fall/winter simply because billing may be so bad this summer/fall. Without looking at the actual dollar amounts, one can be under the false impression that the industry is recovering.

Ramsey
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