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

To: Math Junkie who wrote (27928)	2/1/1999 3:05:00 PM
From: klaus pluszynski	Read Replies (3) \| Respond to of 70976

Richard, I have no assumptions about the ramp up of revenues at AMAT. I've been looking at the published bookings numbers from Semi and compared them with the revenues AMAT reported the same month. AMAT SEMI Diff. AMAT vs. SEMI 10/98 673 638 5% 7/98 884 717 23% 4/98 1176 1102 7% 1/98 1307 1363 -4% 10/97 1280 1583 -19% For three out of five quarters, the numbers were different in the single digit percentage only. Based on the latest available SEMI bookings of $871 mil. for December and the uptrend of late, my guesstimate for AMAT's revenue to be reported in February would be in the $900+ mil. area. Klaus