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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 232.41+3.2%2:49 PM EST

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To: Proud_Infidel who wrote (2012)8/2/2002 9:03:14 AM
From: Gottfried  Read Replies (1) of 25522
 
Brian, backlog reported quarterly by Applied [green triangles] home.attbi.com

In April '02 it was more than 3X the backlog in the '98 trough. The SEMI 'backlog' on the same chart is recorded as a change [simply by subtracting monthly billings from bookings]. That change has been positive for four months. [light blue bars]

Gottfried
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