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

To: Ian@SI who wrote (54033)10/10/2001 12:32:24 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 70976
 
Ian,

Industry bookings, 3 month moving average, have been flat for, what, 4 or 5 months. It is not surprising that shipments reach booking level. Since shipments are current quarter and bookings are for up to 12-18 months out, slight variations of BTB about one are probably "noise." They did say bookings were down 25% from the previous quarter. Did they give guidance for the Dec quarter?

Cary



To: Ian@SI who wrote (54033)10/10/2001 10:31:36 PM
From: Gottfried  Read Replies (2) | Respond to of 70976
 
Ian, I had not seen the Lam report, thanks for pointing it out. The press release just mentions that orders decreased 25% Q-to-Q, no dollar amount. Possibly the Street has not noticed their btb and is waiting for SEMI.
biz.yahoo.com

3 month performance has been similar to AMAT finance.yahoo.com

Gottfried


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