Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.17

-1.4%

Nov 7 9:30 AM EST

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To: Gottfried who wrote (35507)	6/21/2000 10:02:00 AM
From: Kirk ©	Read Replies (1) of 70976

http://www.geocities.com/gottfried/SEMIbacklog.gif Or did you have something different in mind? Gottfried I added that one to my list of your charts on my semilink page Gottfried pw2.netcom.com While looking at the backlog vs time, I was wondering how something like Price-to-sales would look plotted below this graph but with the same x-axis? or as a new graph with one y-axis as backlog and the other listed as Price-to-sales for some of the companies you follow (AMAT might be the best). Perhaps plot against price first then price to sales if the sales numbers are available. If not, maybe make a new variable "AMAT price divided by industry sales"? Interesting how AMAT price goes relatively flat when orders drop (it may lose 50% or so...) but really goes up when orders are growing and backlog is growing (seen when I put one chart above the other.) Top geocities.com Bottom geocities.com

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