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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (32111)8/19/1999 11:33:00 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Bill,

Sequential order growth of only 5% is too low for a company carrying AMAT's multiple

AMAT is currently trading at a FY00 multiple of about 20. Not pricey by any means in this market.

BK



To: w0z who wrote (32111)8/19/1999 12:24:00 PM
From: Steve Rolfe  Read Replies (1) | Respond to of 70976
 
Whether this is a blip or not remains to be seen

Historically, this is a quarterly blip:
Notice the quarterly averages in a previous post. 5% is much better than average and historically the orders pick up dramatically over the next 2 quarters, although past performance is no guarantee of future ... :)

techstocks.com



To: w0z who wrote (32111)8/19/1999 2:03:00 PM
From: Ian@SI  Read Replies (2) | Respond to of 70976
 
Bill,

Orders that are received and provisioned during the quarters are not counted as "new orders". Rather they are only included in revenues.

I stand by my earlier statement. New orders received during the quarter are somewhere between $140M and $225M larger than reported during the conference call.

And I expect this "turns" business to continue. Chip makers want the capacity now, not 2 quarters from now.

Ian.


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