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Politics : Formerly About Applied Materials
AMAT 223.31-3.2%3:59 PM EST
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To: Ian@SI who wrote (36036)7/25/2000 2:33:35 PM
From: Cary Salsberg  Read Replies (3) of 70976
 
Ian,

I am not ratio challenged, so I must acknowledge that everything you said was correct.

I have looked at the numbers at some back end companies, TER, CMOS, KLIC, EGLS, and I believe that the rate of order growth has slowed. Lead times for back end tools tend to be shorter than front end, so the ramp up in revenues follows an order ramp more closely. For these reasons, the conclusions I drew in the last post have relevance.
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