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

To: Stefan who wrote (29840)	4/30/1999 5:15:00 AM
From: Duker	Read Replies (1) \| Respond to of 70976

It is possible. I know of one project that has been put on ice or canceled (no one is talking but work has been canceled) thus some of AMAT bookings have disappeared, over $100 millions. There have been many projects that have been put on ice or cancelled over the last 18 months. Is this a new project? Which project? How many millions? Need to have some meat on these bones ... otherwise you kinda just sound like you are short ... and since I do not know you very well ... So the backlog gets scrubbed by $100mm ... Then the book:bill would have to be well below the industry average (we are still in a heavily turns oriented portion of the cycle) for there to be a short term impact ... I guess I do not know where to go with this comment, aside from the fact that $100mm would be a pretty big number and that would be a huge scrub from the backlog which would make everyone nervous about the industry ... unless it was won by LRCX, NVLS, TEL or some other ... I would be interested if you could be a bit more specific ... was it $100mm worth of CMP, for example? --Duker