Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 238.95

+1.6%

10:40 AM EST

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To: John Stichnoth who wrote (27961)	2/2/1999 10:18:00 AM
From: klaus pluszynski	Read Replies (2) of 70976

John, the SEMI numbers are from dom.semi.org and AMAT's numbers (last five Q's) are from stocksheet.com earlier quarters will most likely have to be obtained from the SEC filings at Edgar or at the AMAT web site. I didn't mean to imply that there is a strict relationship between AMAT rev. and SEMI bookings, but merely that these numbers can be used as as a rough guess on the upcoming AMAT report. During bust times, AMAT's lead times are most likely shorter than during the boom phase of a cycle. Revenues should follow bookings quicker at the bottom of the cycle than at the top. But during any phase of the cycle AMAT has roughly a third of the Semi Eq. market. klaus

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