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

To: Cary Salsberg who wrote (48295)	6/21/2001 1:42:52 PM
From: Sun Tzu	Read Replies (2) \| Respond to of 70976

That they will not be bankrupt until next year. And since they have $1.88/sh in cash and a good relationship with WCOM, perhaps trimming their expenses is enough to prevent bankruptcy after all. I estimate my downside over the next 4 months to be 15% and the upside to be 50%~250%. It seems like justifiable risk/rewards to me. ST

To: Cary Salsberg who wrote (48295)	6/21/2001 6:08:36 PM
From: $Mogul	Respond to of 70976

North American Semiconductor Equipment Industry Posts May 2001 Book-to-Bill Ratio of 0.46 SAN JOSE, Calif., June 21, 2001 -- The North American-based manufacturers of semiconductor equipment posted $704 million in orders in May 2001 and a book-to-bill ratio of 0.46, according to the May 2001 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 0.46 means that $46 worth of new orders were received for every $100 of product shipped for the month.