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Politics : Formerly About Applied Materials

AMAT 266.59

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3:10 PM EST

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To: Ian@SI who wrote (25263)	10/13/1998 6:31:00 PM
From: Fortinwit	Read Replies (1) of 70976

Why would you expect NVLS or any other Equipment company to give the Name of the prospect as well as the likely date and amount of the sale to all its competitors prior to having any binding contracts. Ian, PLEASE! You are completely misquoting what I said! ...people should be holding NVLS' feet to the fire over their refusal to divulge important information such as current quarter bookings... I'm annoyed that NVLS several times refused to divulge their current bookings. I don't really care who's buying to be frank. I care what the overall orders look like. And it's absurd to refuse to divulge these numbers, and then proceed to crow about the 4th qtr B2B being >1!!!!! In addition, I'd like to see how their current quarter sales break down by region. Kinda important to me. I'll close with another Herb quote that will rankle your feathers: If days sales outstanding had remained unchanged sequentially, accounts receivable would have been $30 million less than reported, implying sales would have been lower than reported... that was referring to extending credit terms to (probably) Asian customers. F.

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