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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Math Junkie who wrote (6252)	7/10/1998 9:37:00 PM
From: Math Junkie	Read Replies (1) \| Respond to of 10921

Here it is: businesswire.com

To: Math Junkie who wrote (6252)	7/11/1998 9:36:00 AM
From: Mason Barge	Read Replies (3) \| Respond to of 10921

There is something about the AMAT announcement that really does bode ill, i.e. <<The Company currently expects new orders of $600 million to $675 million, net sales of $850 million to $885 million >> This looks to me like a book-to-bill in the 70% range. I'm not so surprised at the earnings (nor the fact that 15 out of 18 sell-side analysts still have "buy" or better recommendations on AMAT), but to me, this shortfall in orders is ominous for the mid-term.