Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.17

-1.4%

Nov 7 9:30 AM EST

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To: Proud_Infidel who wrote (12162)	11/20/2004 8:35:09 AM
From: Gottfried	Read Replies (3) of 25522

AMAT backlog is charted in the month it is announced home.comcast.net Looking at backlog peaks vs price it may be that price is near a low now, if present backlog is peak. If you go more than 5 years back it's not so clear. Also note AMAT backlog tracks with SEMI billings. I guess I could take the ratio to get a measure of AMAT health. :) Gottfried

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