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Politics : Formerly About Applied Materials

AMAT 268.25

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3:59 PM EST

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To: Katherine Derbyshire who wrote (30443)	5/20/1999 6:02:00 PM
From: David Aegis	Read Replies (1) of 70976

April BtB was STRONG. Here's why: March BtB of 1.33 is based on an upwardly revised number. Nonetheless, the dollar amount of April bookings was still 6.3% higher than the upwardly revised March figure, and about 13% higher than the initial March bookings figure (which my records show was reported as $1.151 billion, and subsequently revised upwards to $1.228 billion). IMO, it's not the ratio of Book to Bill that really matters, anyway, it's the dollar amount of bookings. Here's the SEMI link in case anyone missed it: semi.org --David

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