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To: Proud_Infidel who wrote (3802)	12/13/1997 2:45:00 PM
From: Gottfried	Respond to of 10921

Brian, the AMAT backlog is a buffer allright. What happens after, if bookings drop? IBD has an interview with J.Morgan today. Here's the last question and Morgan's answer: IBD: When will we know if '98 will be a strong year? Morgan: Because of the downturn in the middle of last year, customers hesitated to purchase. So they've been pretty conservative since then. Particularly since DRAM (memory) prices have continued to be weak . . . . I'd look at bookings for indications of the revenue a couple quarters out. The article is at... investors.com Title is... Applied Assumes Chipper Outlook For Year In Gear Date: 12/15/97 Author: Michele Hostetler As you can see, Morgan's answer is noncommital. The November btb is due next week and, knowing how the Street reacts to that dubious number, I am not optimistic. GM