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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

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Dec 22 4:00 PM EST

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To: Gottfried who wrote (304)	1/27/2001 4:17:52 PM
From: Donald Wennerstrom	Read Replies (1) of 95622

Gottfried, As we previously discussed a few weeks ago, we do not know the absolute value of backlog for all companies taken together. Of course, AMAT has a large portion of whatever the backlog truly is, however, the fact remains that backlog has grown by 8B over the last 24 months. Also, as you know, this number is truly large compared to the 1 to 2 Billion backlog build-ups in the 1995 and 1997 timeframes. Don

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