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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (4901)	8/14/2002 8:16:13 AM
From: Sarmad Y. Hermiz	Read Replies (2) of 95541

Gottfried, an updated table of AMAT data. I added inventories. Quite possibly, the explanation of why rev will be higher next Q, even though new orders will be down is that inventories are higher now. Since that must include "work in process", it means they are building machines for firm delivery that were ordered in past Q's. Fiscal $ Mil $ Mil $ Mil Quarter Blog Rev Invent Y02Q3 3300 1460 1412 Y02Q2 3110 1156 1186 Y02Q1 2880 1000 1259 Y01Q4 2730 1264 1412 Y01Q3 2650 1333 1453 Y01Q2 3060 1909 1649 Y01Q1 3900 2731 1709 Y00Q4 4380 2920 1503 Y00Q3 3690 2732 1132 Y00Q2 3180 Y00Q1 2460 Y99Q4 1680 Y99Q3 1340

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