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

To: Justa Werkenstiff who wrote (35509)	6/21/2000 11:01:00 AM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

>>One can't say for sure. The "peak" may be a flattening of bookings as opposed to an immediate downtrend. Bookings were up 1.29% but this was the lowest sequential growth in at least six months. << I strongly concur with this view. A "pause" to digest the huge volume of orders in recent months is normal and healthy. But I would be extremely surprised to see a true downtrend at this point, especially given the strong growth in the underlying electronics markets and the critical shortages and rising prices in several chip segments. Katherine