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Politics : Formerly About Applied Materials

AMAT 228.68

-2.7%

3:59 PM EST

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To: Katherine Derbyshire who wrote (30697)	5/28/1999 9:54:00 AM
From: Jerome	Read Replies (2) of 70976

"Because there's a lag between ASP changes and capex changes of about 6 months. Since the ASP drop has only occurred in the last month or two, it hasn't yet been felt in capex. " This being the case would you be willing to re-examine your thesis if AMAT reports larger bookings, and billing when they report in October? Historically, and scientifically some theories take on a life of their own in spite the evidence at hand. Jerome

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