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To: Albert Mou who wrote (237)	6/19/1999 6:21:00 PM
From: Albert Mou	Read Replies (2) \| Respond to of 275

Oh! sorry! Wrong calculation! 40% of current sales should be around $8 million. So, AMAT's order is to be increased about $2 million, not 5 million (assuming $142 new contract a complete replacement to any old contract). Even with this correction, try to figure out the bottom line if you plug in $28 million to the latest quarter sales number with a 35% gross margin, you will see a very impressive bottom number for next quarter projection. $28 million isn't aggressive based on 1.6 book to bill.