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Politics : Formerly About Applied Materials
AMAT 235.24+4.5%Nov 19 3:59 PM EST
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To: Math Junkie who wrote (27919)1/29/1999 4:42:00 PM
From: klaus pluszynski  Read Replies (1) of 70976
 
Richard,

AMAT is in fact the single largest destination for the bookings reported by SEMI. Their share has been roughly one third over the last years.

Based on the December SEMI bookings numbers, we could see AMAT revenues in the $900 mil. area.

Klaus
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