Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 338.12

+2.7%

12:19 PM EST

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To: w0z who wrote (32131)	8/19/1999 4:51:00 PM
From: Duker	Read Replies (2) of 70976

Bill, Remember: The backlog also get purged/scrubbed quarterly. In the last quarter, AMAT scrubbed some $49mm worth of backlog. As I recall, $9mm was related to currency adjustments and $40mm were orders that were either delayed (and, therefore, pushed beyond their 12 month backlog time horizon) or otherwise made 'bad.' AMAT attributed the majority of the $40mm to 6 orders destined for China that were delayed ... and then there were the IPS's that customers shipped back ... oops, maybe I am making the last part up ... but, you get my point. --Duker

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