SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: stockdoctor who wrote (14870)1/19/1998 11:15:00 PM
From: Gottfried  Respond to of 70976
 
stockdoctor, >>I think the book/bill for semi in December was .97...... Another record.<<

I haven't seen the December btb yet. And 0.97 is no record.
Please let me know what your source is.
Or did you mean the semiconductor btb, not semi equipment?

GM



To: stockdoctor who wrote (14870)1/20/1998 11:43:00 AM
From: Proud_Infidel  Read Replies (2) | Respond to of 70976
 
SD,

I am not saying they can't earn .55 for the qtr, but they they won't. They will IMO choose the safer route of spreading their backlog accross several qtrs instead of using it all at once to ameliorate the asses on WS. .50-.52, nothing more. Not that they can't; rather they will choose not to, and rightfully so.

Regards,

Brian

BTW, .51 would be an all-time record in quarterly earnings.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News