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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: Sun Tzu who wrote (29258)	3/29/1999 9:50:00 PM
From: Gottfried	Read Replies (1) of 70976

ST, re >It seems to me that based on the historical data on your site (and alas it does not go back too far) the shippings should increase by 25% this quarter to justify the current valuations. < You could check if it has happened before. The numbers I have are below. Gottfried total orders semi equip in $million book ship btb 1996 JAN FEB 1687 1243 1.36 MAR 1447 1256 1.15 APR 1361 1354 1.01 MAY 1187 1366 0.87 JUN 1175 1354 0.87 JUL 992 1311 0.76 AUG 882 1248 0.71 SEP 778 1119 0.70 OCT 833 1072 0.78 NOV 952 1062 0.90 DEC 1078 1069 1.01 1997 JAN 1116 1034 1.08 FEB 1101 1029 1.07 MAR 1265 1102 1.15 APR 1386 1261 1.10 MAY 1421 1299 1.09 JUN 1474 1375 1.07 JUL 1659 1476 1.12 AUG 1688 1536 1.10 SEP 1774 1672 1.06 OCT 1835 1793 1.02 NOV 1599 1598 1.00 DEC 1550 1559 0.99 1998 JAN 1363 1458 0.93 FEB 1233 1369 0.90 MAR 1123 1370 0.82 APR 1102 1416 0.78 MAY 1107 1361 0.81 JUNE 933 1266 0.74 JULY 718 1112 0.65 AUG 572 1012 0.57 SEP 481 846 0.57 OCT 638 852 0.75 NOV 767 932 0.84 DEC 883.4 920.9 0.97 1999 JAN 964.7 865 1.1 FEB 962.7 820 1.17

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