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Politics : Formerly About Applied Materials

AMAT 230.92

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3:59 PM EST

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To: StanX Long who wrote (63387)	5/2/2002 11:44:55 PM
From: Gottfried	of 70976

Stan, thanks. It's not work if you like to do it. :) how about some estimates for 2002 total sales for SEMI? Let's start with the monthly billings numbers [I show the last 3 months of 2000 only for reference]... 2574 2422 2389 Jan01 2308 FEB 2279 March 2020 April 1655 May 1462 June 1360 July 1192 August 1144 Sept 961 Oct 896 Nov 817 Dec 810 2001 16903 Now look at 2002 and assume from March on monthly growth is 0%,5%,10%... 0% 5% 10% Jan02 806 806 806 Feb 818 818 818 March 808 808 808 April 808 849 889 May 808 891 978 June 808 935 1076 July 808 982 1183 August 808 1031 1301 Sept 808 1083 1432 Oct 808 1137 1575 Nov 808 1194 1732 Dec 808 1254 1905 2002 9705 11788 14503 Italics denote estimates. PS: I realize SEMI reports 3 month averages and SEMI is only part of the industry. It seems 2002 billings will be less. Gottfried

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