Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Gottfried who wrote (39923)	11/23/2000 7:46:28 PM
From: Dale Knipschield	Read Replies (2) of 70976

Gottfried, Looking at your great chart, it is truly difficult to deal with the price levels we're seeing in equipment stocks. geocities.com The backlog levels are astounding compared to past cycles......as is also the rate of growth of the backlog. Also interesting is way the cumulative backlog is completely racing away from the shipments......much more rapidly than in the '96 cycle and out of sight compared to the aborted '97-'98 cycle. All I can do is shake my head and wonder "Why are we getting killed?" Knip

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