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


To: 16yearcycle who wrote (26361)11/17/1998 4:30:00 PM
From: Fortinwit  Read Replies (1) | Respond to of 70976
 
Eugene,
That is a very impressive new orders number, under the circumstances. I would have been surprised by anything over 600.
Agreed... it looks like it cost them some margin though (48 to 42).

F.



To: 16yearcycle who wrote (26361)11/17/1998 4:32:00 PM
From: Duker  Read Replies (1) | Respond to of 70976
 
I had built my personal expectations down to a number starting with a "5" ... in an effort to condition myself to expect the worst during this crappy cycle.

Interested in listening to the replay this evening.

--Duker



To: 16yearcycle who wrote (26361)11/17/1998 5:07:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 70976
 
Eugene, >>>That is a very impressive new orders number, under the circumstances. I would
have been surprised by anything over 600.<<<

Sounds like Intel and a few others may still have the checkbook open.

$38 last after hours transaction shown on Quote.com at 16:45.39.

Tony



To: 16yearcycle who wrote (26361)11/18/1998 4:35:00 AM
From: klaus pluszynski  Read Replies (1) | Respond to of 70976
 
AMAT's bookings should help bolster the SEMI BTB numbers for Oct.
A quite significant improvement from the 0.57 reported for Sep. seem almost certain.

Wouldn't be surprised if it were as high as 0.8 and certainly wouldn't want to be short any Semi Eq. Mfg. in that case.

Klaus