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Technology Stocks : Semi Equipment Analysis
SOXX 324.89-1.1%Jan 7 4:00 PM EST
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To: BMcV who wrote (15513)6/2/2004 1:36:29 PM
From: BMcV   of 95689
 
Backlog increases when orders come in faster than shipments go out. Maybe FCS is having some issues with meeting demand?

They would expect to have straightened things out by Q3, so they say "backlog volatility" "could affect our ability to meet our forecast" for Q2. They add bookings have remained "consistently high", so maybe they don't see double-ordering after all.
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