Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 256.41

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Dec 19 9:30 AM EST

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To: Proud_Infidel who wrote (961)	5/23/2002 4:05:07 PM
From: Gottfried	Read Replies (3) of 25522

Brian, I'm not used to SEMI reporting world wide numbers and just want to verify that this is different from the orders they report monthly for their member firms. >Worldwide orders for semiconductor-production equipment were $4.15 billion in the first quarter of 2002, down 36% from the like period a year ago, but up 35% from the fourth quarter of 2001< For reference, here are the monthly SEMI numbers... bill book btb November 2001 817.2 588.9 0.72 December 2001 819.3 628.5 0.77 January 2002 799.9 645.2 0.81 February 2002 818 737.2 0.9 March 2002 (final) 797.6 835.9 1.05 April 2002 (prelim.) 821.5 982 1.2 Gottfried

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