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Technology Stocks : Semi Equipment Analysis
SOXX 303.84+1.3%Dec 22 4:00 PM EST
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To: Cary Salsberg who wrote (9803)5/14/2003 10:31:03 AM
From: Proud_Infidel  Read Replies (1) of 95622
 
Cary,

I had thought that the Japanese almost took over in the 70's. That was when Morgan took the helm, and AMAT was indeed a troubled company. Also, as I recall, Lam came into its own during this period, as it was established in 1981(I believe).

Regarding AMAT, it is worth noting that Cash increased to over $5.2B(I have heard nobody mention this). And Backlog is still very respectable at just under $3B, especially with most of the cancellations probably already in place.

Brian
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