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To: GuinnessGuy who wrote (22131)5/30/1999 7:28:00 PM
From: Zeev Hed  Read Replies (1) | Respond to of 25960
 
I doubt it, AMAT has an excellent inventory control system, almost "on time" and I doubt that they would order for the next quarter, unless of course, these parts need to be "reworked" at AMAT to a considerable extent. I can't see that. Maybe there were some cancelations since the CC that no one could have suspected, but this is still worrisome. Maybe Ian can shed a little light on this, I'll provide the soap box(g).

Zeev



To: GuinnessGuy who wrote (22131)5/30/1999 7:50:00 PM
From: FJB  Read Replies (2) | Respond to of 25960
 
Craig,

In AMAT's CC a few weeks ago, Applied said billings and bookings would both be higher in the current quarter. Applied itself seems to be manufacturing constrained as indicated by this recent article.
austin360.com

Bob


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