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To: MythMan who wrote (19895)2/16/1999 4:27:00 PM
From: yard_man  Respond to of 86076
 
Anybody follow AMAT closely enough to know how the geographic mix has changed in the backlog?

>>Geographically, North America new orders for the
first fiscal quarter of 1999 were 38 percent of the Company's total new orders, Europe
17 percent, Japan 20 percent, Korea 6 percent, Taiwan 14 percent and Southeast Asia
and China 5 percent. Backlog at the end of the first fiscal quarter of 1999 increased to
$1.15 billion, from $917 million at the end of the fourth fiscal quarter of 1998. <<



To: MythMan who wrote (19895)2/16/1999 9:30:00 PM
From: Peter Singleton  Respond to of 86076
 
MythMan,

With sales down 43% year to year good for an all time high with a bullet, I shudder to think of what's gonna happen when these guys start selling some real product again <g>

Peter