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

To: Gottfried who wrote (46104)	5/2/2001 6:30:51 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 70976

In Q4 '00 and Q1 '01, the recovery was coming in the second half of '01. Now, in Q2 '01, the recovery is comng in Q4 '01. My conclusion is that visibilityextends out 6 months and wishful thinking follows that.

To: Gottfried who wrote (46104)	5/2/2001 10:38:44 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried, Following are the BTB numbers. However, we were not accumulating the Order, and shipment number in 1998. Paul MNTH 1991 1992 1993 1994 1995 JAN 1.23 1.09 1.12 1.17 1.32 FEB 1.12 1.2 1.15 1.13 1.41 MAR 0.91 1.13 1.12 1.07 1.3 APR 0.92 1.02 1.18 1.05 1.23 MAY 0.93 0.93 1.2 1.02 1.11 JUN 0.96 0.9 1.22 1.16 1.18 JLY 0.93 0.92 1.19 1.2 1.08 AUG 0.92 0.94 1.14 1.21 1.05 SPT 0.94 0.98 1.02 1.03 1.02 OCT 1.01 1.01 1.03 1.12 1.07 NOV 0.96 1.03 1.05 1.19 1.06 DEC 0.98 1.08 1.19 1.29 1.15