Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

-2.7%

Nov 11 3:59 PM EST

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To: Proud_Infidel who wrote (26436)	11/18/1998 1:01:00 PM
From: Fortinwit	Read Replies (2) of 70976

Brian, all: that Applied Materials Inc. (Nasdaq:AMAT - news), the world's largest maker of semiconductor equipment, has been telling its suppliers to get ready to ramp up production. At the risk of being labled a perma-bear I would like to point out the following: - analysts referred to two large-ish orders that came as a surprise in q4 - These orders accounted for the increase in bookings over expectations - Bookings are expected to decrease to 600-675 next q. Is it possible that the article you quoted from is referring to these orders in specific? I ask because, on the one hand, the CC set expectations for the next quarter to be flat-to-lower in terms of bookings, yet this article implies up to an 8% increase. These two facts seem at odds, at least on the surface... F.

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