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


To: Earl Graham who wrote (14892)1/20/1998 2:12:00 PM
From: derek cao  Read Replies (2) | Respond to of 70976
 
Do not forget 200mm is bread and butter for now. AMAT's cash reserve dwarf NVLS's.

derek



To: Earl Graham who wrote (14892)1/20/1998 5:04:00 PM
From: Toby  Read Replies (1) | Respond to of 70976
 
On the other hand, if btb is .98, and you have a 6 month backlog already, why hold back? At this btb, assuming AMAT only cuts the industry average, it would take years to work off a quarter's backlog. Holding back makes no sense to me.