Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.34

+1.0%

12:59 PM EST

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To: Math Junkie who wrote (30429)	5/20/1999 4:38:00 PM
From: Gottfried	Read Replies (2) of 70976

Richard, re AMAT can't stay up for long in the face of disappointing results from an industry giant like ETEC? <G> Especially when btb is [horrors!] down. Actually btb was rarely higher... geocities.com:80/WallStreet/5464/btb.gif But that's the explanation given... Charles Boucher, semiconductor industry analyst at Donaldson, Lufkin & Jenrette, told CBS.MarketWatch.com that companies such as KLA-Tencor, Novellus and Applied Materials would have been affected by the report, because the book-to-bill ratio "was off a little bit from last month's report. Those stocks may be selling off." cbs.marketwatch.com Once again you see that we NEED these analysts to explain things. Gottfried

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