Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 329.07

-0.4%

Feb 10 3:59 PM EST

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To: w0z who wrote (32131)	8/19/1999 5:48:00 PM
From: Ian@SI	of 70976

Bill, You're probably right. An order is an order. However, an order converted to a sale in the same quarter as received never makes it into a reported backlog. Without the significant "above-estimate" earnings / revenues, AMAT would be sitting with a much healthier than expected backlog. I suspect that cycle times to build and deliver equipment will permit much more "turns" business; thus the new model where AMAT is targeting 3 to 3 1/2 months backlog rather than almost 6. Ian.

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