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

To: Math Junkie who wrote (36037)	7/25/2000 12:01:35 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Richard, re lower SEMI orders slope: it is worth observing that SEMI orders were essentially flat for several months in mid-99, then started rising again. Will that repeat?http://www.geocities.com/gottfried/SEMIsemi.gif Gottfried

To: Math Junkie who wrote (36037)	7/25/2000 12:55:03 PM
From: Big Dog	Read Replies (1) \| Respond to of 70976

Richard: You say order growth has fallen. While the % growth numbers may show that, the actual booked orders are significantly higher for the year: January $2177.8 June $2796.1

To: Math Junkie who wrote (36037)	8/23/2000 11:52:19 AM
From: Math Junkie	Respond to of 70976

Here is an update of the table which compares preliminary bookings numbers on a month-over-month basis. Looks like bookings growth is re-accelerating. Prelim Month Bookings, %Incr From %Incr From $Millions Prev Month Prev Year January 2177.8 February 2268.0 4.2% 136% March 2451.7 8.1% 113% April 2731.3 11.4% 168% May 2745.6 0.5% 139% June 2796.1 1.8% 93% July 2930.0 4.8% 108%