Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: michael97123 who wrote (39894)	11/22/2000 10:03:54 PM
From: trilobyte	Read Replies (2) of 70976

I have a question about AMAT... you guys can go back to all that OT stuff after that ;) in the btb numbers, it was said that demand for front end equipment was particularly strong last month. So 1) what does this imply about future demand? i.e. does front end demand come at the beginning of the cycle (oh the dreaded word! --the cycle must have ended since AMAT put in a record correction from its top although somehow I'm still looking for the evidence...) 2) what is front end equipment and which companies produce it. 3) what is back end equipment and which companies produce it. thanks Trilobyte

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