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

To: Gottfried who wrote (23086)	8/19/1998 9:56:00 AM
From: Ramsey Su	Respond to of 70976

GM, going forward, I think the underlying numbers, in dollar terms, are going to be worth watching. As an example, if the current "book" number of $700M is the result of exactly $700M per month for the last 3 months, and if "book" remains at the $700M for the next three months, then we actually may have a BTB number of 1 in October. If that happens, should investors be jumping for joy because btb at 1 means the industry has recovered? In reality, the semi eq industry is a fraction of its glorious past. What dollar amount for either book or bill is required to justify the previous highs of the aggregate value of all the companies in this group? Ramsey