Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 221.52

-3.1%

11:01 AM EST

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To: Katherine Derbyshire who wrote (26680)	11/25/1998 4:26:00 PM
From: Justa Werkenstiff	Read Replies (1) of 70976

Katherine: What is your take on the following from Sue Billat of Banc Boston Robertson Stephens: "· We believe that Applied Materials (AMAT $38) is excluded from the October book-to-bill data and that, as a result, the strengthening business outlook implied by last month's ratio may understate actual industry performance. Earlier this week, Applied reported an October quarter book-to-bill ratio of 1.02, its first positive report in one year. We believe that Semiconductor Equipment and Materials International (SEMI) excludes Applied from the October calculation because of the potential for the company's performance to have measurable impact on the ratio and the need to preserve confidentiality while the company completes its fiscal year end." ------------ Specifically, do you know if this is true? Notice the words "believe" and "may." If this is true, is it unusual for SEMI to exclude AMAT or anyone from its reporting? Why on earth didn't they preface their report with some acknowledgement of this if true.

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