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

To: John Stichnoth who wrote (27961)	2/1/1999 10:56:00 PM
From: Math Junkie	Read Replies (1) \| Respond to of 70976

The SEMI data is available at semi.org Click on Market Statistics, and then on Book-to-Bill data. AMAT earnings reports are archived back to 1995 at appliedmaterials.com Click on News Room, and then on Press Release Archives for the earlier reports.

To: John Stichnoth who wrote (27961)	2/2/1999 10:18:00 AM
From: klaus pluszynski	Read Replies (2) \| Respond to of 70976

John, the SEMI numbers are from dom.semi.org and AMAT's numbers (last five Q's) are from stocksheet.com earlier quarters will most likely have to be obtained from the SEC filings at Edgar or at the AMAT web site. I didn't mean to imply that there is a strict relationship between AMAT rev. and SEMI bookings, but merely that these numbers can be used as as a rough guess on the upcoming AMAT report. During bust times, AMAT's lead times are most likely shorter than during the boom phase of a cycle. Revenues should follow bookings quicker at the bottom of the cycle than at the top. But during any phase of the cycle AMAT has roughly a third of the Semi Eq. market. klaus