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 25 3:59 PM EST

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To: Cary Salsberg who wrote (10160)	6/5/2004 10:50:27 PM
From: Big Bucks	Read Replies (1) of 25522

Cary, are you purposefully discounting 300mm and 150mm wafer starts and device yields? Those must also be part of your capacity utilization to make a valid comparison between 2001 and 2004..... BB

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