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Politics : Formerly About Applied Materials

AMAT 256.89

-1.2%

Dec 31 3:59 PM EST

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To: Proud_Infidel who wrote (50621)	8/15/2001 8:08:18 PM
From: Gottfried	Read Replies (1) of 70976

Brian, I'm with Cristina Osmena, an analyst at Needham & Co., said the deciding issue for AMAT's fourth-quarter net bookings will be backlog -- the value of its unfilled orders -- not cancellations. And as of now AMAT backlog is $2.65B. Near the peak of cycle orders in Oct '97 it had only a backlog of $1.72B suite101.com G.

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