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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Donald Wennerstrom who wrote (303)	1/27/2001 4:10:09 PM
From: Gottfried	Read Replies (1) of 95622

Don, >it is very interesting to look at the build-up of backlog the past 24 months. This cumulative build-up is on the order of 8 Billion - that is a lot of money and helps cushion the effects of a falloff in bookings over the short term.< geocities.com AMAT alone reported over $4B in backlog 3 months ago. At the last cycle low they still had almost $1B backlog. The SEMI org. 'backlog' I chart is not so well defined. I simply integrate [orders-shipments] and add a number to avoid negative 'backlog'. But the number from AMAT gives us a sanity check. Gottfried

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