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Politics : Formerly About Applied Materials
AMAT 228.68+1.2%3:59 PM EST

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To: 16yearcycle who wrote (26361)11/18/1998 4:35:00 AM
From: klaus pluszynski  Read Replies (1) of 70976
 
AMAT's bookings should help bolster the SEMI BTB numbers for Oct.
A quite significant improvement from the 0.57 reported for Sep. seem almost certain.

Wouldn't be surprised if it were as high as 0.8 and certainly wouldn't want to be short any Semi Eq. Mfg. in that case.

Klaus
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