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: Cary Salsberg who wrote (49864)	7/26/2001 8:42:04 PM
From: Sam Citron	Read Replies (1) \| Respond to of 70976

Cary, Since we are on the subject of backlogs, I have been wondering how firm an order must be for it to be considered part of the backlog. Are these orders cancelable without buyers suffering draconian penalties? I hear about "push-outs" (delays in deliveries) but never outright cancellations. Why is this? I think it would be rational to adjust the '98 lows for an improvement in the balance sheets, cash, working capital, and book. How durable are these improvements in the face of a continuing slowdown? Sam