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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 322.34+1.1%Jan 23 9:30 AM EST
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To: Gottfried who wrote (2360)8/13/2002 8:11:09 PM
From: Donald Wennerstrom  Read Replies (1) of 25522
 
<<Could it be that part of backlog is scheduled to be shipped at the customer's discretion, later?>>

I suppose it is possible, but shipments are increasing as well. During the conference call, AMAT opined that next quarter revenue would be flat to up, while booking could be 5 to 15 percent down.

Thanks for the excerpts from the Barron's article.

Don
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