Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 243.60

+5.5%

3:29 PM EST

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To: Robert O who wrote (49136)	7/12/2001 10:42:54 PM
From: Gottfried	Read Replies (1) of 70976

Robert O., do you have any thoughts on the appropriateness of the "backlog" chart? suite101.com The quarterly Applied backlog is from their quarterly reports and cannot be disputed. The blue bars represent cumulative [orders minus billings] with an arbitrary beginning. So the only useful data is the month-to-month change, not the absolute value. I used to believe until last week that it also excluded order cancellations. Then Don Wennerstrom e-mailed SEMI and was told that SEMI each month subtracts cancellations from new orders. So I'll have to change the third line warning on the chart. Maybe I should also instead chart the month-to-month change in backlog only? Gottfried

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