Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.17

-1.4%

Nov 7 9:30 AM EST

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To: Gottfried who wrote (60673)	2/16/2002 10:20:49 PM
From: advocatedevil	Read Replies (1) of 70976

Gottfried, Yeah, AMAT'S backlog last quarter decreased from $2.73 billion to $2.68 billion with a breakdown that should look something like this: Beginning Backlog - add $2.73 billion Gross Orders - add $1.12 billion Shipments - subtract $1.0 billion Cancellations - subtract $123 million Currency Adjustments - subtract $41 million Perhaps more significant was that while gross orders were only up 2% sequentially, net orders (gross orders less adjustments and cancellations) were up 25% sequentially last quarter. BTB for gross orders was 1.1 BTB for net orders was 1.0 AdvocateDevil

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