Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Return to Sender who wrote (4903)	8/14/2002 9:43:11 AM
From: willcousa	Read Replies (1) of 95572

Isn't the problem with backlog that we have no visibility concerning timing? In big capital projects if anything prior to installation of amat equipment slips then amat deliveries have to slip too. My recollection is that some of that backlog has to be related to intel capex which has been delayed in some cases.

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