Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 228.90

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10:15 AM EST

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To: Ian@SI who wrote (2240)	8/10/2002 12:02:25 AM
From: Sarmad Y. Hermiz	Read Replies (3) of 25522

>> Did you test your hypothesis with other equipment companies or only with AMAT? Ian, What is there to test ? AMAT's revenues fell more steeply than any other supplier in "top 10 fab tool supplier" group. What test is there other than look at the change in revenue ? From the link that Kirk supplied. Top 10 fab tool suppliers in 2001 2001 ranking 2000 ranking Supplier 2001 sales 2000 sales % change 1 1 Applied Materials $4.919 billion $8.398 billion -41.4% 2 2 Tokyo Electron (TEL) $2.639 billion $3.701 billion -28.7% 3 5 KLA-Tencor $1.887 billion $1.761 billion +7.2% 4 3 Nikon $1.525 billion $1.979 billion -22.9% 5 4 ASML $1.273 billion $1.842 billion -30.9% 6 8 Canon $1.196 billion $1.118 billion +7.0% 7 6 Lam Research $1.131 billion $1.418 billion -20.2% 8 7 Novellus Systems $920 million $1.229 billion -25.2% 9 9 Dainippon Screen $776 million $1.090 billion -28.8% 10 10 Hitachi $633 million $836 million -24.3% -- -- Other suppliers $6.361 billion $9.769 billion -34.9%

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