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

To: Teri Skogerboe who wrote (17844)3/18/1998 1:21:00 PM
From: Henry Eichorszt  Read Replies (1) | Respond to of 70976
 
M.S DEAN WITTER DISCOVER ON AMAT 3/18/97 AMAT- reit strong buy, recommended aggressive purchase in $30-$32 range



To: Teri Skogerboe who wrote (17844)3/18/1998 2:16:00 PM
From: Ramsey Su  Read Replies (2) | Respond to of 70976
 
Teri,

one of the problem with these b-t-b numbers is that there is no way of qualifying the data. While "bill" is for products already shipped, "book" is a future commitment that can vaporize overnight. We have all heard of the dirty words such as pushouts, not to mention cancellations.

During bullish times, the book number if solid if not understated. Times like these, how reliable are these numbers? Anyone has a feel?

Ramsey


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