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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: samim anbarcioglu who wrote (81046)	6/18/2002 10:11:34 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 99280

Here are three snippets from AMAT last quarterly report: "Net sales were $1.16 billion, up 16 percent from $1.0 billion for the first fiscal quarter of 2002," "New orders of $1.69 billion for the second fiscal quarter of 2002 increased 51 percent from $1.12 billion for the first fiscal quarter of 2002, " > and Backlog at the end of the second fiscal quarter of 2002 increased to $3.11 billion, from $2.68 billion at the end of the first fiscal quarter of 2002. Thus the backlog is at least a solid two quarters of shipments (actually some of it has much longer deliveries), with such a backlog, if the chips people were in a rush to accept deliveries, the orders are there to deliver from. Zeev