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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 166.37+4.4%3:59 PM EST

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To: Gottfried who wrote (10573)8/11/2002 2:54:35 PM
From: Higgs Boson  Read Replies (3) of 10921
 
AMAT Backlog 98 vs Now

It is true that AMAT's current backlog is much higher than 1998,however we should note that since late 2000, AMAT's backlog includes 12-month of service revenues which was not the case in 1998.

Anyway, even if we deducted about $1-1.2B of service revenue, backlog is significantly higher than 98.

HB
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