Applied Materials No-Politics Thread (AMAT) Message Board

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

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Nov 21 9:30 AM EST

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To: Cary Salsberg who wrote (10143)	6/5/2004 12:55:39 AM
From: Gottfried	Read Replies (2) of 25522

Cary, yes - I almost ignore PE. Since you are interested in deriving a relationship between chip revenues and equipment bookings, you first need an accurate estimate of chip revenue. I posted a link to a chart of SIA estimates in my previous post. Here it is again [Culmus made that chart] home.comcast.net You will see that those estimates get refined about twice a year and can be spectacularly off in the beginning. Then, you might consider the historic relationship between SIA ww chip sales and SEMI bookings. I have charted this, using the monthly data points home.comcast.net You probably want that in a different form, like yearly. My data [SIA and SEMI] is all 3 month averages reported monthly. Gottfried

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