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


To: Donald Wennerstrom who wrote (11008)8/16/2003 10:55:29 AM
From: Gottfried  Read Replies (1) | Respond to of 95663
 
Don, the latest AMAT backlog is now on the chart home.comcast.net

Compare to backlog at the last bottom in '98.

You said >Bookings has been going down the past several months while AMAT share price is going up.<

Investors probably expect bookings to reverse up soon, hence the price rise. How long are they going to wait before giving up - again?

Gottfried