Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 323.62

+6.4%

2:08 PM EST

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To: Gottfried who wrote (39757)	11/16/2000 1:54:58 PM
From: Thomas DeGagne	Read Replies (1) of 70976

I knew zero backlog didn't make sense. It still seems that backlog has soared while the price has tanked. Orders would have to disappear for the backlog to take a dive and that is NOT happening now. A book to bill below one would cause a pattern similar to '96. That wouldn't be the end of the world and I regard that as a worst case scenario at this point. Comments anyone?

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