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

To: Ramsey Su who wrote (6736)	8/19/1998 9:41:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 10921

>> Three-month average bookings decreased in July 1998 to $757 million. I assume the above means a moving 3 month average and not average for three months? AMAT reported that new orders were $608M last qtr. So AMAT is about 25% of the entire semi eq sector? Am I missing something?<< Yes, the $757 million is a three month moving average. Yes, it is entirely possible that AMAT is 25% of the entire equipment sector. I don't have numbers in front of me to quote, but they have pretty substantial market share in all of the high-priced segments except litho. Katherine