Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 230.15

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Nov 4 3:59 PM EST

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To: Gottfried who wrote (9106)	3/5/2004 11:34:21 AM
From: Bookdon	Read Replies (1) of 25522

How can we get a feel for orders and backlog that have been received, but not "booked" because delivery is more than 12 months out? I know that these orders are not booked because there is a high risk of cancellation or delay of such distant deliveries, but this might be an indicator as to how much realistic upside there is to forecasts.

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