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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (12162)11/19/2004 4:09:35 PM
From: willcousa  Respond to of 25522
 
Mobo makers caught short.
It's not nice to fool with Mother Intel.



To: Proud_Infidel who wrote (12162)11/20/2004 8:35:09 AM
From: Gottfried  Read Replies (3) | Respond to of 25522
 
AMAT backlog is charted in the month it is announced home.comcast.net

Looking at backlog peaks vs price it may be that price is near a low now, if present backlog is peak. If you go more than 5 years back it's not so clear.

Also note AMAT backlog tracks with SEMI billings. I guess I could take the ratio to get a measure of AMAT health. :)

Gottfried


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