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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Fred Levine who wrote (35856)7/21/2000 6:26:26 PM
From: Ross  Read Replies (2) | Respond to of 70976
 
Sounds rational. Do you know how good Merrill is at predicting the future in this industry? Thanks.

Ross



To: Fred Levine who wrote (35856)7/21/2000 8:06:25 PM
From: TimF  Read Replies (1) | Respond to of 70976
 
• Front-end (AMAT, KLAC, LRCX, NVLS …) orders were strongest up 5%
• Back-end (TER, KLIC, CMOS …) orders were down 10% month to month


What is the difference between front end and back end?

Tim