Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gottfried who wrote (39923)	11/23/2000 4:29:27 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Gottfried, >>Yes, and not only tech companies. This could lead to another of my rants, but I'll spare you because it's Thanksgiving. Oh go ahead. Looks like even the election rants are in cease-fire mode.

To: Gottfried who wrote (39923)	11/23/2000 7:46:28 PM
From: Dale Knipschield	Read Replies (2) \| Respond to of 70976

Gottfried, Looking at your great chart, it is truly difficult to deal with the price levels we're seeing in equipment stocks. geocities.com The backlog levels are astounding compared to past cycles......as is also the rate of growth of the backlog. Also interesting is way the cumulative backlog is completely racing away from the shipments......much more rapidly than in the '96 cycle and out of sight compared to the aborted '97-'98 cycle. All I can do is shake my head and wonder "Why are we getting killed?" Knip