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

To: Teri Skogerboe who wrote (17899)	3/19/1998 5:50:00 PM
From: Denice	Read Replies (1) \| Respond to of 70976

Teri, GO GIRL, GO Waiting in suspense Denice

To: Teri Skogerboe who wrote (17899)	3/19/1998 5:51:00 PM
From: jtechkid	Respond to of 70976

all shorts- take a look at my post of arbor software(arsw) this one looks like a disaster waiting to happen. teri that one of the most informed posts anybody has written on that thread regarding psr. i appreciated and when i see i amat going to 2x sales people think i'm nuts like it never happened. check out arsw.

To: Teri Skogerboe who wrote (17899)	3/19/1998 5:54:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

OT OT to Teri, Do they have a "pissing match" thread that you could go to to vent your frustrations?? TS After reading the nonsense and 'twisting' of posts by you and Aki, it would appear that this thread is the one you're looking for. Ian.

To: Teri Skogerboe who wrote (17899)	3/19/1998 10:05:00 PM
From: FJB	Read Replies (3) \| Respond to of 70976

Teri, When the book to bill came out the other day, you chose to focus on the 0.92 number. The issue here is that the B2B is below 1.0, which represents contracting orders, aka, a contracting industry. It is lower this month than last month (a trend that isn't positive). ... Re-stated, a B2B above 1.0 represents more orders than shipments, a positive thing (growth as opposed to contraction). Below 1.0 is basically the opposite. Message 3751048 You chose to ignore this part of the report: 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. Three-month average bookings decreased in February to $1.3 billion, down 5 percent from January but up 17 percent from February 1997. Ian decided to focus on the positive aspects of the AMAT LB report in the same manner you chose to focus on aspect part of the book to bill. So is an industry that grows 38% in shipments and 17% in bookings year over year really one in contraction? I guess that depends on your time horizon and point of view. RE: pissing match SI has been one huge pissing match for as long as I can remember. Best to drink a lot of fluids. Bob