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Technology Stocks : Agilent Technologies (A)
A 144.72-1.1%Nov 3 3:59 PM EST
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To: Kirk © who wrote (522)12/3/2003 11:34:11 AM
From: w0z  Read Replies (3) of 620
 
I wrote "Over half of their business is still in T&M which is not really a growth business any longer."

Just to correct my mistake, T&M is NOT over half of Agilent's business. I had forgotten about Life Sciences & Chemical Analysis, although I could make a good argument that it is really T&M also.

Latest Quarter results:


Segment   Revenue    YoY Growth
T&M       631M       -16%
ATE       260        18%
SEMI      462        -2%
LS&CA     321        8%
TOTAL     1.68B      -3.5%


Source: investor.agilent.com

Before anyone gets too excited about Q4/Q3 comparisons, just remember that Q4 is seasonally the strongest quarter for Agilent.
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