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Technology Stocks : Cohu, Inc. (COHU) -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (3053)	6/19/2002 5:28:05 PM
From: Gottfried	Read Replies (1) \| Respond to of 7849

Bob, Updated SEMI charts suite101.com If one did not know about recent market action, one would assume one had missed the boat - based on fundamentals like these suite101.com So, this market is giving us an unusually lenient chance to get in. One question: why is AMAT backlog more than double what it was near the last cycle bottom while SEMI billings are about the same? Are customers asking AMAT for slow delivery? If the orders that make up AMAT backlog remain, this might lead to a spurt in billings eventually. suite101.com Gottfried