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

To: Katherine Derbyshire who wrote (26680)	11/24/1998 2:59:00 PM
From: manohar kanuri	Respond to of 70976

The market isn't rational; what I think should happen doesn't seem to matter much. I'd rather be rich than right. Amen. Many times over. And you mentioned stops twice today. A wonderful device to be both rich and, eventually, right. mano

To: Katherine Derbyshire who wrote (26680)	11/24/1998 9:00:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Katherine, I would greatly appreciate your opinion on the following: Message 6522206 Regards, Brian

To: Katherine Derbyshire who wrote (26680)	11/25/1998 4:26:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 70976

Katherine: What is your take on the following from Sue Billat of Banc Boston Robertson Stephens: "· We believe that Applied Materials (AMAT $38) is excluded from the October book-to-bill data and that, as a result, the strengthening business outlook implied by last month's ratio may understate actual industry performance. Earlier this week, Applied reported an October quarter book-to-bill ratio of 1.02, its first positive report in one year. We believe that Semiconductor Equipment and Materials International (SEMI) excludes Applied from the October calculation because of the potential for the company's performance to have measurable impact on the ratio and the need to preserve confidentiality while the company completes its fiscal year end." ------------ Specifically, do you know if this is true? Notice the words "believe" and "may." If this is true, is it unusual for SEMI to exclude AMAT or anyone from its reporting? Why on earth didn't they preface their report with some acknowledgement of this if true.