FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Donald Wennerstrom who wrote (1750)	2/9/1998 6:50:00 AM
From: H James Morris	Read Replies (1) of 2754

The tough call on tues will be trying to figure out if Amat is experiencing Pushouts or cancellations? Its a big deal obviously, since only cancels get removed from the backlog and it might be to early for Amat to get its hands around that part of the equation. I'm also interested in their AR. Do the Asians have the $ to pay their bills? Any thoughts?

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