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

To: Fred Levine who wrote (35533)	6/22/2000 1:06:00 PM
From: Katherine Derbyshire	Read Replies (2) \| Respond to of 70976

>>Thank you for your explanation. However, isn't it possible for growth to occur because of sequential increases in billings that are proportionate to increases in bookings?<< Mathematically possible, yes. But historically unlikely due to the cyclical nature of the industry. Except for a very few months at the middle of the cycle, this industry seems to always be either pedal-to-metal-full-speed-ahead or stand-on-brakes-with-both feet. Katherine