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: Teri Skogerboe who wrote (20474)	6/16/1998 11:38:00 PM
From: Chuck Williams	Respond to of 70976

OT: Go Wings! Are there any statistics on market performance when the same NHL hockey team wins the Stanley Cup two years in a row??? :-)

To: Teri Skogerboe who wrote (20474)	6/16/1998 11:38:00 PM
From: William Nelson	Read Replies (1) \| Respond to of 70976

btb seems surprisingly good...I wonder who is buying all that equipment. It would seem not to make any sense given current conditions.

To: Teri Skogerboe who wrote (20474)	6/17/1998 12:08:00 AM
From: Gottfried	Respond to of 70976

Teri, thanks for the btb! Chart with revised figures for prior months at... geocities.com GM

To: Teri Skogerboe who wrote (20474)	6/17/1998 12:14:00 AM
From: Clarksterh	Respond to of 70976

Before anyone gets too excited about the small sequential rise in bookings this month (1092.5 vs previous month 1054.0), this is probably largely attributable to Feb dropping out of the three month average. And I would expect a bigger bounce next month as March drops off. (Per the Lam CC, the last half of Feb, and all of March was completely dry inre orders from Japan. They were trying to hold off orders while they prepared for their end-of-year evaluations.) If you assume Japan is now running about 15% of the total American Semiconductor bookings, but that they were 1/2 that in Feb and nothing in March, then if everybody else is steady I would expect that bookings would rise 3% from April to May, and 5% from May to June. And the first number is exactly what we just saw. The bad news is that the rise isn't really news, but the good news is that it seems to indicate that at least orders aren't dropping any further. Clark