Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 3:59 PM EST

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To: Sun Tzu who wrote (30436)	5/20/1999 5:27:00 PM
From: Katherine Derbyshire	Read Replies (4) of 70976

I actually thought you were talking about the industry BtB, which was 1.28 for April, down from 1.33 (I think?) in March. It's a little surprising for AMAT's to be less than the industry's, but that could just mean that they're able to ramp shipments up faster, or that shipments didn't drop as far for them. Either would be a good thing IMO. I doubt that anyone is production-limited at 1.3ish, but that could start to be a problem were the (industry) BtB to climb above 1.4 or stay at 1.3 for several months. Katherine

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