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


To: Justa Werkenstiff who wrote (26558)11/19/1998 10:57:00 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Justa/all, chart for btb/orders/shipments is at...
geocities.com

Thanks for posting the data link.

Gottfried



To: Justa Werkenstiff who wrote (26558)11/19/1998 11:23:00 PM
From: Ian@SI  Read Replies (2) | Respond to of 70976
 
Justa,

Very nice! And if I remember the conference call correctly, at least one analyst suspects that because AMAT was in its quiet period, it wouldn't have reported its Bookings/billings in time to get included in the preliminary numbers.

Morgan didn't have an answer, but if the analyst is correct, we could see a sizeable jump with the revised figures next month.

FWIW,
Ian.



To: Justa Werkenstiff who wrote (26558)11/20/1998 1:13:00 PM
From: Math Junkie  Respond to of 70976
 
Not only did the Book-to-Bill go up, but bookings actually increased by 31%!