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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 11:48:00 AM
From: Ian@SI  Read Replies (2) of 70976
 
G.,

My "chart request" was mostly a tongue-in-cheek gibe for those who strive diligently to find new ways to misunderstand the Book to Bill report.

Your chart, as usual, is informative and shows the true nature and strength of orders. e.g. - For the last 5 reports, the backlog alone has increased by more than the monthly total for orders at the bottom of the last cycle.

Or the cumulative backlog for this upleg is approximately one years worth of orders using that same "bottom of cycle" monthly yardstick.

But to give you a specific answer, no, I was not asking you to create yet another chart. I do thank you for all those that you've created in the past.

Best wishes,
Ian.
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