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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 226.05+1.3%Nov 14 9:30 AM EST
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To: Gottfried who wrote (1535)7/15/2002 10:48:21 PM
From: Cary Salsberg  Read Replies (2) of 25522
 
Pushouts are not cancellations. Silicon Valley Group was the only company I know that explicitly stated that backlog was orders within 12 months. A pushout beyond 12 months decreased backlog.

Since the article mentions that lithography is most affected and since lithography has the longest lead times and hence the greatest potential for timing error, it is uncertain if the pushout is merely fine tuning delivery schedules or a reaction to a perceived slowdown in some demand.
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