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To: H James Morris who wrote (17457)5/12/1998 7:05:00 PM
From: FJB  Respond to of 25960
 
AMAT's book to bill is 0.87 vs. the industry's 0.80. They received over $1B in new orders at a time when Korean spending has gone to almost nil from the $5B level of a couple years ago and Japan's '98 cap. ex. is down 50%. Like I said, "new orders weren't too shabby all things considered".


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