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

To: Les H who wrote (26364)	11/17/1998 4:35:00 PM
From: Duker	Read Replies (1) \| Respond to of 70976

Don't know how much backlog (if any) was scrubbed. --Duker

To: Les H who wrote (26364)	11/17/1998 5:59:00 PM
From: Math Junkie	Respond to of 70976

Re: <<The sequential increase in new orders is slightly more than offset by reduction in backlog. >> A reduction in backlog should not be viewed as offsetting an increase in new orders. If there had been no reduction in backlog, the sales would have been lower, and therefore AMAT's book-to-bill would have been higher. Therefore the reduction in backlog made the book-to-bill look worse than it otherwise would have been. (Note AMAT's BtB is now greater than 1:1 for the first time in a long time.)