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


To: Ross who wrote (28503)2/21/1999 1:54:00 PM
From: Gottfried  Respond to of 70976
 
Ross, re >It looks like two years ago orders rose for 5 or 6 months
before shipments turned up.
<

Good observation. I can't think of a reason.

What do you make of the small uptick
in shipments in November, followed by a more
recent decline?
<

That happened two years ago also.
I'm at a loss for an explanation.

Gottfried



To: Ross who wrote (28503)2/21/1999 7:49:00 PM
From: Paul V.  Read Replies (1) | Respond to of 70976
 
Ross and Gottfried, IMO, it takes time to hire additional employees and ramp up the lines. John L. and Big Bucks probably can give us some ideas as to how long it takes to ramp up in order to make the completed product for shipment after layoffs and the downturns.

John L and Gottfried, or others can you help us out on this question? But the most important, IMO, are the orders.

Just my opinions.

Paul