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Politics : Formerly About Applied Materials

AMAT 301.88

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Jan 14 3:59 PM EST

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To: Katherine Derbyshire who wrote (58991)	1/17/2002 12:22:57 PM
From: Gottfried	Read Replies (1) of 70976

Katherine, I've been charting the ratio of monthly [actually 3 month ma] SEMI orders vs ww semiconductor sales. suite101.com I know this is not the accepted way, but it shows a trend. For one thing, SEMI represents only NA manufacturers. Can you - or anyone - suggest a better way to compute this ratio? I only have the monthly data expressed as 3 month ma to work with. Regarding sustained recovery in IC prices, AMD shows a glimmer of hope as their ASP for Athlon is up. AMD chairman and chief executive officer W.J. Sanders III pointed out that prices for the Athlon XP, introduced last October, "increased dramatically to $90" as the company rolled it to market. dailynews.yahoo.com Gottfried

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