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


To: Amy J who wrote (13766)3/5/2004 9:36:00 PM
From: Gottfried  Read Replies (1) | Respond to of 95383
 
Amy, 'backlog', billings, stock price all look like a revisit of 2002 home.comcast.net

but it doesn't make sense that we'd get another aborted peak, so this must be the real thing.

Gottfried
PS: please note that 'SEMI backlog change' is simply [bookings-billings], an artifice.