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


To: Thomas DeGagne who wrote (37082)8/30/2000 5:26:29 PM
From: Gottfried  Read Replies (2) | Respond to of 70976
 
Thomas, sure... geocities.com

A reminder for all: the SEMI 'backlog' is simply the
cumulative excess of SEMI orders over SEMI shipments.
It's not true backlog because order cancellations are
not reflected in the numbers. What's more, the monthly SEMI
numbers are 3-months moving averages.

But I do think we get an idea of the general trend.

Gottfried