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Politics : Formerly About Applied Materials
AMAT 270.18+0.9%10:39 AM EST
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To: Katherine Derbyshire who wrote (30443)5/20/1999 5:34:00 PM
From: Ian@SI  Read Replies (1) of 70976
 
Katherine,

I believe that AMAT peaked at about $1.5B billings / qtr during the .25µ cycle. It's now at a little over $1B. I suspect that it could handle BtB > 1.2 for some time to come without being forced to build backlog excessively.

And a similar story is true for most of the other players. What might hurt them is their ability to rehire and retrain the manufacturing staff.

IMHO,
Ian.
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