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Politics : Formerly About Applied Materials

AMAT 341.36

+1.3%

3:59 PM EST

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To: Gottfried who wrote (28474)	2/21/1999 1:38:00 PM
From: Ross	Read Replies (2) of 70976

Hi Gottfried, Thanks for posting your updated chart. It looks like two years ago orders rose for 5 or 6 months before shipments turned up. If that pattern repeats this time (and there is probably no reason for it to repeat exactly), then shipments might not turn up for real for one or two more months. What do you make of the small uptick in shipments in November, followed by a more recent decline? Ross

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