Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Dr. Bob who wrote (26561)	11/20/1998 8:27:00 AM
From: blake_paterson	Read Replies (1) of 70976

Bob re: <How can billings get to be substantial until new fabs are announced? Sure, BtB will go up as people need to get spares..> True, but keep in mind that Oct bookings exceeded not only Sept, but also Aug numbers (albeit those 2 months were very poor). Nonetheless, IMO this further suggests a true inflection @ bottom. Of course, if AMAT numbers are not presently in the report, then the bottom turn will be much clearer after revision. BP

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