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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 256.89-1.2%Dec 31 3:59 PM EST
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To: Proud_Infidel who wrote (11071)8/3/2004 1:54:56 PM
From: Cary Salsberg  Read Replies (2) of 25522
 
RE: "...surplus chip inventories in the semiconductor supply chain at the end of Q2 amounted to $827 million, up by $12 million on Q1."

The increase from $815M to $827M is 1.5%. I suspect that is less than iSuppli's margin of error for their estimate of "surplus chip inventories."
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