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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (5137)	8/28/2002 8:03:46 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95420

Since there is not much to look at tonight except a "sea of red" after todays action - actually the last 4 days action, I thought I would post a little something different. The very small table below takes bit and pieces from data that have been posted in various places and combines them into a "look see" at AMAT. I did it for AMAT because the quarterly backlog numbers you post on your charts is so readily available. That allows a "bookings" number to be computed using the stated revenue number for each quarter. AMAT Latest 2nd Qtr 3rd Qtr 4th Qtr 5th Qtr Qtr Back Back Back Back REV 1460 1157 1001 1265 1576 Net Inc 115 52 -46 -82 115 EPS 0.07 0.03 -0.03 -0.05 0.07 Bookings 1840 1953 1679 1465 Backlog 3300 3110 2680 2730 2650 Qtr Date 7/31/02 4/30/02 1/31/02 10/31/02 7/31/01 St Price 14.87 24.32 21.83 17.06 22.93 There are several interesting comparisons that can be made - to each his own - but I would like to point out one that is obvious to me - ie - the stock price is roughly inversely proportional to how well the company is doing in coming out of the downturn. Don