Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.92

-1.1%

3:59 PM EST

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To: Ian@SI who wrote (49669)	7/25/2001 2:46:41 PM
From: Sam Citron	Read Replies (2) of 70976

RE: Front-end/Back-End Order Divergence: Reason for Optimism? CNBC yesterday cited a report (perhaps CEUT that you mentioned) which noted that front-end orders were up 2% last month (2nd consecutive rise) while back-end orders declined 19% (13th consecutive fall). What is the significance of this data? I did not notice that front-end companies like AMAT, KLAC or NVLS got any bounce from it? Can front-end equipment orders reasonably be construed as a leading indicator of overall chip-equipment orders, or at least a somewhat more sensitive barometer of industry activity? Sam

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