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


To: Gottfried who wrote (40276)9/19/2008 12:14:09 AM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95587
 
Gottfried, Yes, since we never knew(and probably never will or have a way to find out) the starting backlog, we can only track the data SEMI puts out on a monthly basis. So when we track "backlog" it is only a backlog change, over a selected period of time.

By the way, I checked with SEMI a long, long time ago about how they treated "cancellations" in orders. They replied back that they do adjust Bookings for contract cancellations.

Don