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Politics : Formerly About Applied Materials
AMAT 259.69-3.9%2:43 PM EST

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To: Gottfried who wrote (33540)12/22/1999 4:10:00 AM
From: FLSTF97  Read Replies (1) of 70976
 
OT somewhat...KLIC chart seems to be fundamentally different than before and relative to the others you charted; unless we assume we are far away from any BTB peak. I wonder if that is the Flip Chip effect on earnings?

Anybody know of any fundamental divergences between frontend and backend procurement in this cycle versus earlier ones?
Fatboy
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