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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: Ramsey Su who wrote (22082)7/23/1998 11:50:00 PM
From: Paul V.  Read Replies (1) of 70976
 
Ramsey Su and Gottfried, >do you happen to have b-t-b data in dollars?<

No, I got the data from the same source which Gottfried posted. However, going back to 1991 I do not recall seeing the orders dollars. Maybe, Gottfried, can help you out on the orders, etc. All I had was the b-t-b data which Gottfried and I have been tracking. It appears that the b-t-b data is the most accurate that we have in projection, but can not be considered by inself. IMO, Wall Street does strange things when buying and selling AMAT. What it come down to is Economics 101 (supply and demand) which we have taken.<g>

Gottfried, Teri and others can you help Ramsey out?

Just my opinions.

Paul V.

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