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Politics : Formerly About Applied Materials

AMAT 233.63

-3.0%

Nov 6 3:59 PM EST

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To: Gottfried who wrote (25505)	10/19/1998 10:34:00 PM
From: Justa Werkenstiff	Read Replies (4) of 70976

G & All: Pinch me. Book to Bill for September is at .57 compared with a .57 for August (revised). Total three month average bookings continues to drop through the floor at $476m. Amazing. NVLS did some work in this environment considering it will have a BTB above one in current QTR. Backend improves 4% supporting TER advance and is cited as possible leading indicator: semi.org

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