Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 170.30

+3.4%

9:46 AM EST

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To: Katherine Derbyshire who wrote (6732)	8/18/1998 9:58:00 PM
From: Ramsey Su	Read Replies (1) of 10921

Katherine, per the btb article, Three-month average bookings decreased in July 1998 to $757 million. I assume the above means a moving 3 month average and not average for three months? AMAT reported that new orders were $608M last qtr. So AMAT is about 25% of the entire semi eq sector? Am I missing something? Ramsey

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