Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Gottfried who wrote (17837)	3/18/1998 11:33:00 AM
From: David Aegis	Read Replies (1) \| Respond to of 70976

GM--Any chance of getting a chart on absolute booking and billing numbers? From the B2B press release "Three-month average shipments decreased in February to $1.4 billion, 4 percent below the January level but up 38 percent from February 1997, SEMI said." I think the ratio tells us a lot, but does not tell the whole story. Also, does anyone have a breakout between front and back end B2B? Thanks. --David

To: Gottfried who wrote (17837)	3/18/1998 2:27:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

GM, Nice chart. Your graph shows that this downturn is only 1 month away from matching '96 in terms of sub-parity BTB. Translated this means there is less risk than investing in AMAT now than at other points in the cycle. Unless people think that this downturn will be substantially more prolonged than '96, one may care to place their bets now. The trough is not nearly as low at this point, but betting on a recovery for late'98/'99 at this point is IMO not a bad strategy. On the other hand, I have seen the market operate in a very inefficient manner at times, pummelling a stock for missing its #'s even though they preannounced. Anyone looking to establish a position may have the best chance of getting in even lower once this qtrs #'s come in. BK