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Technology Stocks
Semi-Equips - Buy when BLOOD is running in the streets!
An SI Board Since June 1996
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10921 222 0 LRCX
Emcee:  Cary Salsberg Type:  Unmoderated
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10596RE: "...with a one year price target of $40 per share based on about 8.6 tiCary Salsberg-8/14/2002
10595Bear Stearns' take on AMAT's earnings: <i>Key Points Last nightRobert Douglas-8/14/2002
10594RE: "Terrible news from AMAT" I don't think an order growth sequeCary Salsberg-8/14/2002
10593<i>Terrible news from AMAT</i> How so? AMAT basically said what alProud_Infidel-8/14/2002
10592Terrible news from AMAT Yet the stock is not exactly tanking, hence the bad newP.T.Burnem-8/14/2002
10591Front end, back end; high tech, low tech!Cary Salsberg-8/13/2002
10590KLIC trading to low 4's on lowered guidance. Other stocks up. Any comments? TI2, TechInvestorToo-8/13/2002
10589Service component in Order backlog SEMI's monthly orders numbers (which incHiggs Boson-8/13/2002
10588Researcher, thank you for the report. Gottfried [end]Gottfried-8/12/2002
10587AMAT has issued 64 times the number of shares they had in 1992. To me, this is The Ox-8/12/2002
10586Spares and services NOT included....From the link: <i>Bookings (Orders)ThProud_Infidel-8/12/2002
10585We are looking at Backlog, not Backlog per share, so your statement is meaningleProud_Infidel-8/12/2002
10584Here is the Semiconductor Equipment Market Statistics -------Program Policies Researcher-8/12/2002
10583Talking about services, does anyone knows to what extent service contracts are iZeev Hed-8/11/2002
10582MH, ><i>AMAT has split 4:1 since 1998. Divide the backlog by 4 for compGottfried-8/11/2002
10581Or when looking at backlog from 1980, consider these splits: Splits: 2-Apr-80 [The Ox-8/11/2002
10580Another factor is that AMAT has split 4:1 since 1998. Divide the backlog by 4 fThe Ox-8/11/2002
10579<i>AMAT's backlog includes 12-month of service revenues which was not Proud_Infidel-8/11/2002
10578HB, I didn't know that. ><i>since late 2000, AMAT's backlog incGottfried-8/11/2002
10577AMAT Backlog 98 vs Now It is true that AMAT's current backlog is much higheHiggs Boson-8/11/2002
10576Charles F. Boucher - Semiconductors Holding The High Ground: Industry Outlook FoTerry D-8/7/2002
10575ST, Thanks for all your posts of long ago. Good luck in Canada. Take care, Demosthenes-8/6/2002
10574SunTzu, Have a good move. Welcome back, from Toronto, Paulpaul_philp-8/5/2002
10573ST, one can also look at price vs company backlog, as Brian suggested. By that mGottfried-8/5/2002
10572> If you look at SEMI bookings [assume AMAT bookings are proportional], end oSun Tzu-8/5/2002
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