Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 301.15

-1.2%

Dec 31 4:00 PM EST

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To: Donald Wennerstrom who wrote (11008)	8/16/2003 10:55:29 AM
From: Gottfried	Read Replies (1) of 95658

Don, the latest AMAT backlog is now on the chart home.comcast.net Compare to backlog at the last bottom in '98. You said >Bookings has been going down the past several months while AMAT share price is going up.< Investors probably expect bookings to reverse up soon, hence the price rise. How long are they going to wait before giving up - again? Gottfried

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