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: Ramsey Su who wrote (22082)	7/23/1998 9:07:00 AM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

The original data is from Semi, at www.semi.org, and they do have dollar amounts. A graph of shipments, bookings, and BtB through May is at news.semiconductoronline.com June bookings and billings are both rather sharply down from May. Katherine

To: Ramsey Su who wrote (22082)	7/23/1998 11:50:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Ramsey Su and Gottfried, >do you happen to have b-t-b data in dollars?< No, I got the data from the same source which Gottfried posted. However, going back to 1991 I do not recall seeing the orders dollars. Maybe, Gottfried, can help you out on the orders, etc. All I had was the b-t-b data which Gottfried and I have been tracking. It appears that the b-t-b data is the most accurate that we have in projection, but can not be considered by inself. IMO, Wall Street does strange things when buying and selling AMAT. What it come down to is Economics 101 (supply and demand) which we have taken.<g> Gottfried, Teri and others can you help Ramsey out? Just my opinions. Paul V.