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

To: Henry Eichorszt who wrote (19567)	5/19/1998 6:16:00 PM
From: jtechkid	Respond to of 70976

i believe we are close to the bottom for the book to bill but we are at .79. how low can we go to ,60. my main point it will not break one until middle of 1999. dell made a good point that their gross margins because of the depressed pricing of chip component costs. as pc's get cheaper the component costs have to come down and they will which obviously leading to a domino effect from intel to micron to the semiconductor companies. i believe asia is a big part of the problem but the pc scenario also comes into play.