Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

+1.1%

Dec 8 4:00 PM EST

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To: Gottfried who wrote (4895)	8/13/2002 8:17:06 PM
From: Donald Wennerstrom	Read Replies (2) of 95536

I can only "guess" at what is going on, but it seems like it is about where it should be. The last 2 quarters backlog has increased about 200 to 300 million each quarter. In the meantime, shipments are also going up, but they will always trail by some amount. Based on varying lengths of time to produce some, or all, of the equipment it is probably a pretty complex situation. Don

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