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


To: Jerome who wrote (34940)4/21/2000 10:55:00 AM
From: Justa Werkenstiff  Read Replies (2) | Respond to of 70976
 
Jerome: Preliminary BTB for February was 1.41. Now revised to 1.44. More bookings were found and less shipments for February thus resulting in the higher ratio.

I would focus on the bookings. Nice sequential increase of 6.89%. In this environment, it means one less reason to sell the semi equips.



To: Jerome who wrote (34940)4/21/2000 12:11:00 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Jerome, here are last month' numbers...

December 99 (final) 1,597.9 1,907.6 1.19
Jan 00 1,605.4 2,226.3 1.39
February 2000 (prelim.) 1,605.7 2,268.0 1.41

G.